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This Fund Has About 20 Percent Of Its Portfolio In Travel And Related Stocks

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Michelle deBoer-Jones
Published on
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One sector that's received a lot of attention is the travel and entertainment sector. It was struck down when the pandemic started as planes were grounded, businesses were shuttered, and would-be travelers stayed at home instead of venturing out.

Q4 2021 hedge fund letters, conferences and more

Travel

However, as Wall Street started to rotate out of stocks that benefited from the pandemic-era lockdowns, investors then turned to those that would benefit from the economic reopening. As a result, travel and entertainment stocks were centerstage.

13F Review

Today, the pandemic continues, although it is greatly restrained, which means fewer lockdowns and a greater ability to move around and even travel. So is the...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.