Massif Capital Finds Brookfield Infrastructure Partners (BIP) Overvalued
Massif Capital, an investment management company, recently published its “Massif Real Assets Strategy” second quarter 2022 investor letter. A copy of the same can be downloaded here. In the second quarter the fund returned -14.9% net of fees and the year-to-date return was -3%. Materials exposure of the portfolio posted losses during the quarter. You […]
Massif Capital Finds Brookfield Infrastructure Partners (BIP) Overvalued
Massif Capital, an investment management company, recently published its “Massif Real Assets Strategy” second quarter 2022 investor letter. A copy of the same can be downloaded here. In the second quarter the fund returned -14.9% net of fees and the year-to-date return was -3%. Materials exposure of the portfolio posted losses during the quarter. You […]