Amit Nitin Doshi‘s Harbor Spring Capital has been a strong performer since its mid-2013 inception, with annualized gross returns of 14.5% through the middle of 2018, outpacing the S&P 500’s 13.4% annualized returns during that time. The fund’s performance was even better through the first-half of 2018, as its 8.8% gross returns were more than triple those of the S&P 500 (2.6%).
In its second-quarter investor letter, Harbor Spring talked about its five-year journey as a hedge fund and how it...
