Semper Vic Partners’ Q2 2021 Investor Letter

Semper Vic Partners LP, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A return of 11.0% was recorded by the fund for the second quarter of 2021, outperforming its Dow Jones Industrial and S&P 500 benchmark that delivered a 5.1% and 8.6% return respectively for the same period. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.