SRK Capital’s Q2 2021 Investor Letter

SRK Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. A return of +59.17% was delivered by the fund for the second half of 2021, outperforming the S&P 500 and the Russell 2000 Index that gained +15.25% and 17.53%, 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.