Massif Capital Real Assets Strategy’s Q3 2022 Investor Letter

Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” third-quarter 2022 investor letter. A copy of the same can be downloaded here. In the third quarter, the strategy returned -2.9% net of fees and delivered a -4.7% return year to date. The long position of the portfolio fell below 4% in the quarter, while its short position generated more than 1% profit. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.