Horos Asset Management, an asset management firm recently published its Q4 2020 Investor Letter – a copy of which can be downloaded here. A return of 26.3% was recorded by the fund for the Q4 of 2020, outperforming its benchmark index that delivered an 11.9% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Horos Asset Management said in its letter that they increased their stake in AerCap Holdings N.V. (NYSE: AER). AerCap Holdings N.V. is the...
