Headwaters Capital Management, an investment management firm that was recently founded last September 2020, published its first quarterly letter, the HCM Q4 2020 Investor Letter – a copy of which can be downloaded here. The portfolio is composed of 25 stocks that went live on 2020, that’s why no investment performance was discussed in the initial letter hence, only the reasons behind the fund’s latest stock picks were presented.
Headwaters Capital Management, in their Q4 2020 Investor...
