Upslope capital

Upslope Capital Long/Short Strategy

Large-cap

Jul 2026 → Jul 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Upslope capital for every strategy.

What it bought and sold

  • New positionMagnum Ice Cream Co.Jul 2026
    The only meaningful addition to the long portfolio was, ironically, a company Fundsmith exited during the quarter (Magnum Ice Cream Co).

Also held

Its investment theses

Every letter