In the first quarter of 2026, the Massif Capital Real Assets Strategy achieved a net gain of 16.0% after fees. A copy of its Q1 2026 investor letter can be downloaded here. This marks the 28th consecutive quarter for the strategy, which has reached an annualized return of 18.7% net of fees since its inception. Investments in mining and energy drove the strong performance in the first quarter. In April alone, the portfolio rose by 10.9% on a gross basis. This month was particularly favorable for real assets, with materials leading the way and energy remaining stable despite ongoing...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.