East 72’s Q2 2021 Investor Letter

East 72, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.  A quarterly portfolio gross return of 6.2% was recorded by the fund for the 2nd quarter of 2021 and a 33.6% gross return over the fiscal year. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.