Massif Capital Real Assets Strategy’s Q4 2022 Investor Letter

Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the strategy returned -1.14% net of fees and delivered a -5.8% return (net of fees) year to date. The fund generated a 6.55% return from the long book during the fourth quarter which was offset by a 7.49% decline from the short book. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.