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Join Us For A Private Client Call For Argonaut Fund's 2020 Performance Review And 2021 Outlook On February 10 At 1 Pm PST

Feb. 10, 2021 3:16 AM ET
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Summary

  • Only Fund exclusively powered by Singular Research coverage list.
  • Argonaut 2000 Partners LP is ranked in the top 10% of Long/Short equity funds since 1/1/19.
  • Themes for growth and value including Bitcoin/gold, sports/egaming, and EV/infrastructure.

Argonaut 2000 Partners LP is ranked in the top 10% of Long/Short equity funds since 1/1/19. Join us on Wednesday, February 10 at 1 pm PST for a review of alpha drivers for 2020 and fund managers' 2021 strategic outlook.

Topics and industries of discussion will include:

  • Will last year's dominant themes and winners work again this year?
  • Will the Great Rotation continue?
  • Positioning for the Pandemic endgame
  • Themes for growth and value including Bitcoin/gold, sports/egaming, and EV/infrastructure.

We will be joined by: Chris Sakai, CFA covering technology and cryptocurrencies; Lisa Springer, MBA covering healthcare and consumer cyclicals; Jim Marrone, CFA covering mining and manufacturing. Equities to be covered will include: Emergent BioSolutions (EBS), Esports Gaming (GMBL), Roku (ROKU), Beyond Meat (BYND), Ebix (EBIX), Voyager Digital (VYGVF), Seabridge Gold (SA), and A-Mark Precious Metals (AMRK).

December Tearsheet

Register Here

Analyst's Disclosure: I am/we are long ROKU.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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