Long Cast Advisers’ Q2 2021 Investor Letter

New York-based Long Cast Advisers LLC, a boutique investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. Cumulative returns on accounts managed by Long Cast Advisers improved 10%, net of applicable fees, ahead of the baseline (S&P Total Return index, iShares MicroCap ETF, and the Russell 2000 index). You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.