RF Capital Management’s Q2 2021 Investor Letter

RF Capital Management LLC, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A net return of 55.17% was recorded by the fund for the first half of 2021. The fund has gotten off to a strong start this year – especially in the first quarter where it generated a 42.82% return net of all fees. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.