WertArt Capital’s Q2 2021 Investor Letter

WertArt Capital, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A return of 16.9% was delivered by the fund for the Q2 of 2021, slightly below both its MSCI World Gross TR benchmark that delivered a 6.99% return 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.