Tidefall Capital Management’s Q3 2020 Investor Letter

Tidefall Capital Management LP, a concentrated, unconstrained investment fund, published its third-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 25.40% was recorded by the fund for the 3rd Quarter of 2020, ahead of its S&P 500 benchmark that returned 8.9%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.