Fall 2020 Portfolio Update
Every six months we write our clients a letter to explain what they own and why they own it. We aim to delineate the key factors driving the fundamentals of our business so that we anchor to value rather than price.
We recently published our fall portfolio update. You can read our letter by clicking here. We’ve archived previous letters here.
Please don’t hesitate to contact us with questions or comments. If you know a likeminded investor who would enjoy our letter, feel free to forward it to them. As always, thank you for reading.
Disclosure: The author, Eagle Point Capital, or their affiliates may own the securities discussed. This blog is for informational purposes only. Nothing should be construed as investment advice. Please read our Terms and Conditions for further details.