Ransome Asset Managment
Q1 2021 Ransome Opportunity Equity Fact Sheet
We are pleased to report continued favorable performance through Q1. The strategy ended up 15.84% gross of fees for the quarter vs the S&P 500 return of 6.18%%. Our investments in more cyclical issues carried the portfolio for the period, picking up where some of our more growth oriented holdings left off in the latter part of 2020. Our full portfolio performance update is available by clicking the link/image below. Our investor letter will be forthcoming over the next several weeks. In the interim, please reach out with any questions.
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