Massif Capital’s Q1 2021 Investor Letter

Massif Capital, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here.  The portfolio was highly volatile during the first quarter. A net return of 3.45% was reported by the fund for the Q1 of 2021. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.