Bronte Capital Amalthea Fund’s Q2 2021 Investor Letter

Bronte Capital, an investment management firm, published its “Amalthea Fund” second quarter 2021 investor letter – a copy of which can be downloaded here. A return of 6.50% was delivered by the fund for the second quarter of 2021, compared to the diversified ACWI global index (in $A) that delivered a +9.11% return for the same period. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.