SCC Portfolio Update (YTD Thru 12-31-2022)
Seven Corners Capital's equity portfolio positioning as of December 31, 2022 was as follows, with the top-6 positions constituting 82% of the aggregate portfolio: The Seven Corners Capital (or SCC) portfolio finished Q4 2022 up 7.1% overall on a YTD basis. This represented outperformance approximately 2,500 bps versus the S&P 500 (down 18.1% YTD) including dividends received. The prime method employed for achieving returns in the SCC portfolio (after, of course, intelligent s
