Yost Partners was up 3.3%, and the Yost Focused Long fund was up 6.7% net for the second quarter. The MSCI World Index returned 7.7% for the quarter.
Q2 2021 hedge fund letters, conferences and more
The fund's top 10 long positions as of the end of July were Biffa, Verisign, Rumo SA, MoneyGram, Cheniere Energy, Recruit Holdings, WTI Crude Futures, Megacable Holdings, Network International Holdings and Charles Schwab.
Yost Capital is a long/ short equity fund based in Texas and founded by Carson Yost.
Market exuberance
In his second-quarter letter to investors, which was reviewed by ValueWalk, Carson Yost said cyclical and global stocks worked until growing signs of the Delta...
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