Arisaig Partners’ Q1 2021 Investor Letter

Arisaig Partners, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. Arisaig’s three Funds all ended the quarter down between 4 and 6%, with a positive start to the year reversing course around mid-February. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.