Choice Equities Fund 3Q20 Commentary
Choice Equities Fund commentary for the third quarter ended September 2020, highlighting multiple multi-baggers from each of their themes of Digital Advertising Beneficiaries and Small Cap Value Stocks.Q3 2020 hedge fund letters, conferences and moreDear Investor:I hope this letter finds you well. I am pleased to report a second consecutive quarter of strong performance. Our portfolio finished up +35.0% on a net of fees basis for the quarter, producing net gains of +43.3% for the year thus far. This compares to the S&P 500 which finished up +8.9% for the quarter and 4.9% for the year-to-date, ...