Vltava Fund 1Q21 Commentary: Global Economic Boom?
Vltava Fund’s letter to shareholders for the first quarter ended March 2021, discussing that we are approaching a period of significant global economic boom. Q1 2021 hedge fund letters, conferences and more This is my quarterly Letter to Shareholders number 46. (Before I started writing them, which means in the first 6 years of Vltava Fund’s existence, I was writing to you only annual letters.) This is a sort of continuing lifelong book to which one chapter is added each quarter. To be honest, I scarcely can recall the content of some of those letters. Others of them I remember very well, howe...