Immersion Investment Partners’ Q2 2023 Investor Letter

Immersion Investment Partners, an investment management company, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 22.3% in the second quarter compared to 5.21% for the Russell 2000 Index. The firm is happy with its broad-based year-to-date performance. The fund returned 29.73% year-to-date compared to 8.09% for the benchmark. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.