Eric Khrom's Khrom Capital returned 61% net of fees and expenses in 2020, according to a copy of the firm's full-year letter to investors, which ValueWalk has been able to review.
Q4 2020 hedge fund letters, conferences and more
Following this return, since inception 13 years ago, the fund has returned 877% gross vs. 255% for the S&P 500 and 166% for the Russell 2000 Value.
MTY Food Group
The letter explained that the best-performing investment in the portfolio last year was MTY Food Group. The stock tripled in value during 2020, contributing 20 percentage points of Khrom's 80% gross return for the year.
The Canadian franchisor and operator of numerous casual...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full ArticleAlready a member? Log in here
