Here’s What Mott Capital Management Thinks About Netflix, Alkermes, Vodafone & More

Mott Capital Management was founded in 2014 by Michael J. Kramer. Kramer is a thematic growth investor, who focuses on general themes and trends in the society and identifies investments based on them. According to its fourth-quarter letter to investors, Mott Capital lost 2.10% last year net of fees and transaction costs, underperforming the S&P 500, which advanced by around 12%. The investor said that one of the main factors behind the lagging returns was the uncertainty and the market...