Vulcan Value Partners’ Q2 2021 Investor Letter

Vulcan Value Partners, an investment management firm, published its “Large Cap, Small Cap, Focus Composite, Focus Plus Composite, and All Cap Composite” second quarter 2021 investor letter – a copy of which can be downloaded here. Vulcan’s Large Cap Composite Fund delivered a 12.4% net return for the second quarter of 2021, 9.9% for the Small Cap, 14.8% for the Focus  Composite Fund, 13.9% return was delivered by the Focus Plus Composite Fund,  and 13.6% was gained by the All Cap Composite Fund for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.