Massif Capital 3Q20 Commentary: Gains From Ivanhoe Mining, Turquoise Hill And Lithium America

Massif Capital commentary for the third quarter ended September 2020 discussing their largest contributors Ivanhoe Mining, Turquoise Hill and Lithium America.Q3 2020 hedge fund letters, conferences and moreDear Friends and Investors,The core portfolio for Massif Capital was up 6.2% during the third quarter of 2020. Year-to-date, the portfolio has returned 29.5%. A detailed report on individual account performance will be provided to investors in the coming days.Portfolio Attribution: Ivanhoe Mining, Turquoise Hill and Lithium AmericaThe third quarter was a volatile one for the portfolio, with …

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HEDGE accordingly