Spree Capital Advisers, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A net return of 3.98% was recorded by the fund for the Q1 of 2021, below the S&P 500 Index that delivered a 6.17% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Spree Capital Advisers, in their Q1 2021 investor letter, mentioned Intercontinental Exchange, Inc. (NYSE: ICE), and...
