Choice Equities Fund 4Q20 Commentary
Choice Equities Fund commentary for the fourth quarter ended December 2020 discussing their portfolio holdings Magnite Inc (NASDAQ:MGNI), At Home Group Inc (NYSE:HOME), Pitney Bowes Inc. (NYSE:PBI), Select Interior Concepts Inc (NASDAQ:SIC), and Viad Corp (NYSE:VVI). Q4 2020 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you well. I am pleased to report another strong quarter of investment performance. Choice Equities Fund generated gains of +23.1% on a net basis in the fourth quarter, finishing the year with gains of +76.3%. This compares to the Russell 2000’...