1 Main Capital’s Q1 2021 Investor Letter

1 Main Capital, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A  net return of 18.3% was delivered by the fund for the Q1 of 2021, ahead of its S&P 500 and Russell 2000 benchmark that delivered a 6.2% and 12.7% return respectively in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.