Draco Global, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +6.7% was delivered by the fund for the first quarter of 2021, and since the beginning, it was + 8%. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Draco Global, in its Q1 2021 investor letter, mentioned SEI Investments Company (NASDAQ: SEIC), and shared their insights on the company. SEI Investments Company...