SVN Capital’s Q2 2021 Investor Letter

SVN Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.  A quarterly portfolio gross return of 16.7%, and 15.3% net of all fees was recorded by the fund for the first half of 2021. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.