Crescat Capital February 2021 Update – ValueWalk Premium
Crescat

Crescat Capital February 2021 Update

Crescat Capital’s market updates for the month of February 2021.

Q4 2020 hedge fund letters, conferences and more

Charts and Research:

  • “Macro, fundamentals & technicals all aligned. A #silversqueeze was long overdue” – @TaviCosta

Crescat

  • “Get ready for the Great Rotation. A stagflationary shift like 1973-74.” – @crescatkevin

Crescat

  • “You don’t want to be the last one standing when the music stops.” – @TaviCosta

Crescat

  • Crescat takes the top three spots in Bloomberg’s Hedge Fund Brief for December performance. Important to note that our Precious Metals Fund, started in August 2020, had the top overall 2020 performance out of all funds listed. Notice our updated, finalized performance numbers for 2020 here within.

Crescat

Thank you for being a Crescat subscriber, we look forward to continuing the year strong.

Sincerely,

Crescat Capital LLC

Kevin C. Smith, CFA

Founder & CIO

Tavi Costa

Partner & Portfolio Manager


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