QRHC - Long Cast Advisers Q2 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 10%, net of applicable fees, ahead of the baseline (S&P Total Return index, iShares MicroCap ETF and the Russell 2000 index).
• Quest Resource Holding Corp., Data I/O Corp. and Cross Country Healthcare were the most significant contributors to returns in the quarter. Intelligent Systems Corp. was the most significant detractor. There were no material new additions in the quarter.

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