MPE Capital’s Q4 2020 Investor Letter

MPE Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 23.5% was recorded by the fund for the whole of 2020, above its S&P 500 benchmark that returned 18.4%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.