Long Cast Advisers’ Q1 2021 Investor Letter

New York-based Long Cast Advisers LLC, a boutique investment management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here. Cumulative returns on accounts managed by Long Cast Advisers improved 30%, net of applicable fees, ahead of the baseline (S&P Total Return index, iShares MicroCap ETF and the Russell 2000 index). You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.