Avory & Co’s Q4 2020 Investor Letter

Avory & C0, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. In the letter, the firm talked about the key themes they formulated for 2021 and the coming years, through automation, interactive entertainment, digital work, commerce evolution, financial revolution, and a lot more. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.