Merion Road Capital Management’s Q1 2021 Investor Letter

Merion Road Capital Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here.  A return of 2.5% was reported by the fund’s Long Only Large Cap Fund, while its Long Short Small Cap Fund delivered a 23.8% in the first quarter of 2021, outperforming its Russell 2000 and Barclay Hedge Fund benchmarks that had a 12.9% and 4.9% gains respectively in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.