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
- “Get ready for the Great Rotation. A stagflationary shift like 1973-74.” – @crescatkevin
- “You don’t want to be the last one standing when the music stops.” – @TaviCosta
- 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.
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
