Asset management firm Mayar Capital has released its investor letter for the second quarter of 2022. The MSCI World Index fell by 5.2% over the three months ended March 31, 2021, whereas the Mayar Fund (Class A) fell by 6.6% after deducting all expenses and fees. Mayar Fund is up 198.7% since its start in May 2011, while the MSCI is up only 180.9% within the same period. Adjusting for inflation results in an annualized rate of return of 10.6% for the Mayar Fund and 10.0% for the MSCI. Look at the fund’s top 5 holdings to see the best investments it expects to make in 2022.
Mayar Capital acknowledged Mastercard Incorporated (NYSE:MA) and provided its outlook for the firm in its Q2 2022 investor letter. The multinational financial services corporation (NYSE:MA), founded in 1966, is a publicly traded financial services firm headquartered in Harrison, New York and currently valued at $343.3 billion. Since the beginning of the year, the corporation (NYSE:MA) has returned -1.11%, and over the past 12 months, it has returned -1.56%. The price per share for the stock was $355.33 as of the close of trading on August 17, 2022.
Mayar Capital On Mastercard in Q2 2022
In its Q2 2022 investor letter, Mayar Capital had the following to say about Mastercard Incorporated (NYSE:MA):
“While Visa and Mastercard have benefited from the public’s shift away from cash during the pandemic, this shift has reduced prospects for expanding the use of credit and debit cards to make purchases in the future. Although lockdowns significantly impacted international payments in 2020, companies’ remittances and withdrawals are back to pre-COVID levels by 2021.”
Our analysis of the 30 most popular stocks held by hedge funds has determined that The corporation (NYSE:MA) is the eighth most popular. As of the end of the second quarter of 2022, 136 hedge funds held the multinational financial services corporation (NYSE:MA), down from 144 the previous quarter. In the most recent quarter, investors in MA Incorporated (NYSE:MA) saw a gain of 5.78%.
Another hedge fund’s analysis of the corporation (NYSE:MA) was published in another article in June 2022. Our Hedge Fund Investor Letters Q2 2022 page features letters from other hedge funds and notable investors.
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Author Shariq Khan 
