Tollymore Investment Partners’ Q4 2020 Investor Letter

Tollymore Investment Partners, a long term private investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A commendable net return of 77.1% was recorded by the fund for the year end 2020, outperforming its MSCI ACWI benchmark that returned 12.7%. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.