Blue Tower Asset Management LLC, an investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded here. A return of 21.95% was recorded by the fund in the fourth quarter of 2020, resulting to a full-year return of 10.99%. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Blue Tower Asset Management, in their Q4 2020 investor letter, mentioned EZCORP, Inc. (NASDAQ: EZPW) and emphasized their views on the...
