Massif Capital Real Assets Strategy’s Q1 2023 Investor Letter

Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. In the first quarter, the strategy returned -2.69% net of fees. The first quarter was challenging for the strategy, its short position was down 5.6% and its long position gained 3.5%. In addition, you can check the top 5 holdings of the strategy to know its best picks in 2023.