Greystone Capital Management’s Q2 2021 Investor Letter

Greystone Capital Management, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly median account return of +3.1% net of fees was recorded by the fund for the second quarter of 2021, compared unfavorably to the S&P 500 and Russell 2000 returns of +8.4% and +4.2% for the quarter, and favorably to year to date returns of +15.1% and +17.4% . You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.