Vltava Fund’s Q4 2020 Investor Letter

Vltava Fund, a global equity investment firm, published its Q4 2020 Investor Letter – a copy of which can be downloaded here. Different topics were discussed in the letter namely, the 3 types of Inflation and its outlook, the Central Banks’ dilemma,  Project Zimbabwe, and the changes of the fund’s portfolio. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.