Avenir Capital, an investment management firm recently published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 13.9% was recorded by the fund for the year end 2020, outperforming its MSCI ACWI benchmark that delivered a 6.5% return. You can see the fund’s holding and take a look at its top bets for 2021.
Avenir Capital said in their letter that Charter Communications, Inc. (NASDAQ: CHTR) was one of their biggest gainers. Charter...
