Alphyn Capital Management’s Q2 2021 Investor Letter

Alphyn Capital Management, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.  A quarterly portfolio net return of 6.6%, and 13.8% gains was recorded by the fund for the second half of 2021, below its S&P 500 TR benchmark that delivered a 15.3% return for the same period. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.