JDP Capital Management’s Q2 2021 Investor Letter

JDP Capital Management, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.  A portfolio return of 7.26% was recorded by the fund for the second half of 2021, underperforming its S&P 500 benchmark that delivered a 15.25% return for the same period. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.