Maran Capital Management’s Q1 2021 Investor Letter

Maran Capital Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +22.5% was delivered by the fund for the Q1 of 2021. Over the past five years, the partnership has compounded at a rate of +19.8%, net. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.