Weekly Thoughts


Main Street Market Report: 1Q22

Part Deux! 

Chenmark owns and operates a collection of small businesses in various industries in the United Sates and Canada. We have often commented internally that the on-the-ground insights we garner by being intimately involved with our companies provides us with a unique viewpoint into “main street” sentiment – i.e, how does a landscaper in Maine feel about inflation? How does a food manufacturer in Western Canada feel about COVID restrictions?  As we started our careers in global macro investing, we can see the value of collecting and analyzing micro pieces of information to help inform our macro viewpoints.  As such, we are pleased to present the 1Q 2022 Main Street Market Report – a quarterly survey of direct insights from small businesses owners and operators: 

Your Chenmark Team

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