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

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 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…