Stewart Asset Management’s Q2 2021 Investor Letter

Stewart Asset Management LLC, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be seen here.  A quarterly portfolio net return of 13.07% was recorded by the fund for the second quarter of 2021, outperforming 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.