L1 Capital, an investment management firm, published its ‘L1 Capital International Fund’ second quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly net return of 11.5% was recorded by the fund in the second quarter of 2021, outperforming the benchmark by 2.1%. You can take a look at the fund’s top 5 holdings to have an idea of their top bets for 2021.
In the Q2 2021 investor letter of L1 Capital, the fund mentioned Insight Enterprises, Inc. (NASDAQ:...
