Carlson Capital on the best opportunities in 2021: Q4 letter

Clint Carlson’s Black Diamond Partners was up by about 2.1% net for 2020 after a strong fourth quarter. In his December letter to investors, which was reviewed by ValueWalk, Carlson said it’s difficult to give an overview for 2021 because the first and second half of the year will likely look very different. Q3 2020 hedge fund letters, conferences and more A strong start expected He noted that consensus calls for a strong start to the year, and he finds it difficult to disagree with that. Carlson added that more than one-third of annual investment flows entered the market in…