Nordstern Capital’s Q2 2021 Investor Letter

Nordstern Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.  A quarterly portfolio return of 3.4% was recorded by the fund for the second quarter of 2021, underperforming its S&P 500 benchmark that delivered an 8.55% return for the same period. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.