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Choice Equities Capital Management s Q1 2021 Investor Letter

Choice Equities Capital Management’s Q1 2021 Investor Letter Choice Equities Capital Management, an investment management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here. A net return of +29.2% was recorded by the fund for the Q1 of 2021, outperforming its Russell 2000 benchmark that delivered a +12.7% return, and the S&P 500 Index that had a +6.2% gain 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 May 27, 2021 at 1:10 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. 

Bonhoeffer Capital s At Home (HOME) Case Study

Bonhoeffer Capital’s At Home (HOME) Case Study Bonhoeffer Capital Management, a value-oriented investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 20% was recorded by the fund for the fourth quarter of 2020, outperforming its MSCI World benchmark that delivered a 15.9% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021. Bonhoeffer Capital Management, in their Q4 2020 investor letter, said that At Home Group Inc. (NYSE: HOME)’s current opportunity for organic growth is high. At Home Group Inc. is a home decor company based in Plano, Texas, that offers furniture, housewares, and related materials.  It currently has a $1.6 billion market capitalization. Since the beginning of the year, HOME delivered a 58.21% return, massively extending its 12-month gains to 459.73%. As of March 5, the stock closed at $24.46 per share.

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