Axon Capital was up more than 60% for the first 11 months of 2020 after making some changes to deal with the year's challenges. In his delayed third-quarter letter to investors, which was reviewed by ValueWalk, Axon's Dinakar Singh noted that the year was not only "incredibly stressful" but also "successful."
He said Axon has reimagined, rebuilt and relaunched its team and portfolio. The firm is almost a brand-new company due to the changes in its portfolio structure, leadership and risk management.
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Changes at Axon Capital
Singh explained that much of their reflection on how to invest in the coming years was centered on their belief that the opportunity to make money in...
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