Vulcan Value Partners’ Q3 2020 Investor Letter

Vulcan Value Partners, an exclusive investment vehicle for all public equity investments, published its ‘Large Cap Composite’ third-quarter 2020 Investor Letter – a copy of which can be downloaded here. A gross return of 7% was recorded by the fund for the Q3 of 2020, above its Russel 1000 Value Index benchmark that returned 6.8% but below S&P 500 that returned 8.9%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.