Massif Capital Real Assets Strategy’s Q2 2023 Investor Letter

Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here. In the second quarter, the strategy returned -1.68% net of fees. The fund’s short position was 0.35% and its long position was 1.16% down in the quarter. In addition, you can check the top 5 holdings of the strategy to know its best picks in 2023.