Upslope Capital Q2 2020 Investor Letter

Commentary on market conditions and updates for Upslope’s long/short, global, midcap-focused portfolio.

While “significantly reduced market risk” contributed to our strong Q1, it did the opposite in Q2.

Longs are mostly the same – save for an exit (DollarTree) and two additions (Ritchie Bros. and, early in Q3, a “business services company” we’re still adding to).

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