Saber Capital Management’s Q4 2020 Investor Letter

Saber Capital Management LLC, a value-focused investment firm, published its ‘End of Mean Reversion’ fourth-quarter 2020 Investor Letter – a copy of which can be seen here. In the letter, Saber Capital discussed 4 reasons as to why do excess returns in some businesses seem more likely to expand than to mean-revert. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.