Massif Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly portfolio net return of 3.1% gains was recorded by the fund for the second half of 2021. Year-to-date, the portfolio has returned 6.7%. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.
In the Q2 2021 investor letter of Massif Capital, the fund mentioned Equinor ASA (NYSE: EQNR), and discussed its...
