Broyhill Asset Management 2Q21 Commentary: Coca-Cola FEMSA
Broyhill Asset Management commentary for the second quarter ended June 2021. Q2 2021 hedge fund letters, conferences and more The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails. - William Arthur Ward For the six months ending June 30, 2021, Broyhill generated high single-digit returns that varied depending on individual account asset allocations, legacy positions, and capital flows. Detailed quarterly reports, including account and benchmark performance, portfolio holdings, and transaction history, have been posted to our investor portal. S...