LongRiver Investments, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly portfolio return of 23.6% was recorded by the fund for the first half of 2021, outperforming its benchmark that delivered a 13.5% return for the same period. 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 LongRiver Investments, the fund mentioned Alibaba...
