Canterbury Tollgate’s Q1 2021 Investor Letter

Canterbury Tollgate, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +9.04% was delivered by the fund for the first four months of the year, while the 70/30 benchmark increased +5.66%, the S&P 500 (^SPXTR) by +11.85%, and the MSCI All-World Index (ACWI) by +9.34%. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.