Mayar Capital, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 7.3% was delivered by the fund for the first quarter of 2021, outperforming the MSCI World Index that delivered a 4.9% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Mayar Capital, in its Q1 2021 investor letter, mentioned Discovery, Inc. (NASDAQ: DISCK), and shared their...
