Bumbershoot Holdings’ Q4 2020 Investor Letter

Bumbershoot Holdings LP, an investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded here.  Bumbershoot Holdings L.P. generated a negative gross return of -6.61% for the full-year 2020, while its S&P 500 benchmark delivered a 16.26% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.