Desert Lion Capital’s Q2 2021 Investor Letter

Desert Lion Capital, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A return of -2.0% for the quarter and +13.5% year-to-date through June was delivered by the fund for the Q2 of 2021, outperforming the FTSE/JSE All Share Index that delivered a +5.3% 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.