Blue Tower Asset Management’s Q2 2021 Investor Letter

Blue Tower Asset Management LLC, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly net return of 13.03% was recorded by the fund in the second quarter of 2021, adding to its significant gain in Q1. You can take a look at the fund’s top 5 holdings to have an idea of their top bets for 2021.