2025 Year End Letter to Investors
During the fourth quarter of 2025, the Massif Capital Real Assets Strategy advanced 9.6% net of fees, lifting full-year performance to 50.0% net...
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2nd Quarter 2024 Letter to Investors
In this letter, we discuss persistent inflationary pressures and potential misallocation of capital in financial markets that could lead to future...
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1st Quarter 2024 Letter to Investors
Outperformance of Metals and Mining sector: The fund's gold, copper, and lithium investments outperformed their respective industry...
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Massif Capital 4th Quarter 2024 Letter to Investors
During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of...
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