Long Cast Advisers’ Q2 2025 Investor Letter

Long Cast Advisers, an investment management firm, released its second-quarter 2025 investor letter. In the second quarter, the fund’s cumulative net returns improved 19%. Year-to-date cumulative net returns through quarter-end remain down 4%. The fund returned a cumulative 253% net of fees, or 14% CAGR, since its inception in November 2015 through the quarter-end of Q2 2025. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

A copy of Long Cast Advisers’ Q2 2025 investor letter can be downloaded here.