Kinsman Oak Capital Partner’s Q4 2020 Investor Letter

Kinsman Oak Capital Partners Inc., an independent Toronto-based boutique investment firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 6.4% was recorded by the fund for the Q4 of 2020, below both its S&P 500 and Russell 2000 benchmark that delivered a 12.2% and 31.4% return respectively, and also underperforming its TSX Composite Index that gained a 14.3% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.