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NZS Capital’s Q1 2021 Investor Letter
NZS Capital LLC, an investment management firm, published its “NZS Capital Growth Strategy” first quarter 2021 investor letter – a copy of which can be downloaded here.  A return of 6.87% was reported by the fund for the Q1 of 2021, outperforming its global market index benchmark that delivered a 4.78% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Published on April 16, 2021 at 12:39 pm by
Inan Dogan, PhD
Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his hedge fund in 1956 with $105,100 in seed capital. Back then they weren’t called hedge funds, they were called “partnerships”. Warren Buffett took 25% of all returns in excess of 6 percent. 

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