Ashva Capital Management 2Q21 Commentary

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Ashva Capital Management commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Dear Limited Partner, This letter is organized into two main sections. The first section deals with our general investing principles, which serve as the basis for the investing strategy that we utilize. The second section deals with my current observations on the US economy and the US equity market. The section on our General Principles helps new Limited Partners come up to speed on our fund strategy but also severs as a reminder for our long-term Limited Partners on…

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