CCRN - Long Cast Advisers Q1 2021 Letter

• Long Cast Advisers, LLC, is an independent registered investment adviser investing on behalf of individuals, family offices and endowments. It is concentrated on long-term investing, focused on small-cap companies.
• Cumulative returns on accounts managed by Long Cast Advisers improved 30%, net of applicable fees, ahead of the baseline (S&P Total Return index, iShares MicroCap ETF and the Russell 2000 index).
• 1Q21 was a period when it looked very favorably, especially for long-term holdings Sify Technologies and Quest Resource Holding Corporation and the more newly purchased Cross Country Healthcare, which were the most significant contributors to returns in the quarter. There were no significant detractors.

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