Coho Capital Management LLC, an Oregon-based investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 81% was recorded by the fund for the year end 2020, outperforming its S&P 500 benchmark that delivered an 18.4% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Coho Capital Management, in their Q4 2020 Investor Letter, said that their Pershing Square Tontine Holdings, Ltd....
