NZS Capital LLC, an investment management firm, published its “NZS Capital Growth Strategy” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 6.87% was reported by the fund for the Q1 of 2021, outperforming its global market index benchmark that delivered a 4.78% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
NZS Capital LLC, in their Q1 2021 investor letter, mentioned ViacomCBS...
