SCC Portfolio Update (YTD Thru 9-30-2022)
Seven Corners Capital's equity portfolio positioning as of September 30, 2022 was as follows, with the top-6 positions constituting 65% of the aggregate portfolio: The Seven Corners Capital (or SCC) portfolio finished Q3 2022 down 7.0% overall on a YTD basis. This represented outperformance approximately 1,670 bps versus the S&P 500 (down 23.7% YTD) and 1,780 bps versus the Russell 2000 (down 24.8% YTD), in each case including dividends received. (Note that there is fairly mi
