1 Main Capital, a boutique investment firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 13.3% net in the second quarter compared to 10.9% and 8.5% for the S&P 500 (SPX) and Russell 2000 (RTY). Stocks rebounded in the latter half of the quarter as perceptions of Liberation Day went from disastrous to trivial. Major tech firms and popular meme stocks continue to dominate attention and valuations, while small, boring businesses are largely ignored. In addition, you can check the fund’s top 5 holdings to find out its best...
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