1 Main Capital’s Q2 2023 Investor Letter

1 Main Capital, a boutique investment firm, released its second-quarter 2023 investor letter. A copy of the same can be downloaded here. In the second quarter, the fund returned 7.5% (net) compared to a 5.2% return for the Russell 2000 Index and an 8.7% gain for the S&P 500. For the first half, the fund delivered 20.6% compared to 8.1% and 16.9% respectively for the benchmarks. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.