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Alta Fox Opportunities Fund Q2 2021 Quarterly Letter

Aug. 02, 2021 1:57 PM ET
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Fund Letters
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Summary

  • Alta Fox Capital is a long/short hedge fund.
  • In Q2 2021, the Alta Fox Opportunities Fund produced a gross return of 21.75% and a net return of 17.93%. The Fund’s average net exposure during the quarter was 83.75%.
  • As always, Alta Fox strives to ignore short-term fluctuations and instead focus on the intrinsic value growth in our portfolio holdings, which over the long run should converge with portfolio performance.
  • With strong execution and the right application, additive datasources can help make our research process more efficient.
  • While near-term capacity remains fully committed, we have developed and are maintaining a waitlist of high-quality and aligned Limited Partners.

Q2 2021 Alta Fox Opportunities Fund, L.P. Quarterly Letter                              July2021
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