Desert Lion Capital’s Q1 2021 Investor Letter

Desert Lion Capital, an investment management firm, published its  first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +15.8% was delivered by the fund for the Q1 of 2021, outperforming the e FTSE/JSE All Share Index that delivered a +4.5% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.