The Electron Global Fund, returned 5% in the second quarter of 2021, bringing its year-to-date return to 10.3%.
According to a copy of the firm's second-quarter letter to investors, which ValueWalk has been able to review since inception, the fund has returned 11.6% annualized compared to its benchmark return, the MSCI World Utilities Index of 2.6%.
Year-to-date,...

