SRK Capital’s Q4 2020 Investor Letter

SRK Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 10.9% was recorded by the fund for the Q4 of 2020, below its S&P 500 TR benchmark that delivered a 12.15% return, and its Russell 2000 index that gained 31.40%. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.