Broyhill Asset Management’s Q2 2021 Investor Letter

Broyhill Asset Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. Since the availability of vaccines was announced in the fourth quarter of last year, the portfolio has appreciated materially, generating strong absolute performance and attractive returns relative to broad market indices. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.