GreenWood Investors’ CTT – Correios De Portugal, S.A. (CTT.LS) Investment Thesis

GreenWood Investors LLC, a collaborative investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 16.4% was recorded by their Global Micro fund for the year end 2020, outperforming its MSCI ACWI benchmark that delivered a 15.8% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.

GreenWood Investors, in their Q4 2020 Investor Letter, said that their CTT – Correios De...