Avenir Capital’s Q4 2020 Investor Letter

Avenir Capital, an investment management firm, 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 view the fund’s top 5 holdings to have a peek at their top bets for 2021.