Upslope Capital Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A return of -1.9% was reported by the fund for the Q1 of 2021, below both its S&P Midcap 400 ETF and HFRX Equity Hedge benchmark that had a 13.6% and 2.7% return respectively in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Upslope Capital Management, in their Q1 2021 investor letter,...
