ABNB - Blue Hawk Investment Group Q4 2020 Investor Letter
- Blue Hawk Investment Group, LLC is the management company of the Blue Hawk Fundamental Growth Fund, LP, a long-short fund that seeks to provide an alternative stream of attractive risk adjusted returns. The Fund is managed by Jake DuBois.
- Against this backdrop, the fund returned 12.50% for the year.
- For the year, the long book contributed approximately 4,000 bps to performance and the short book detracted approximately 2,400 bps.
- We added three new core positions: Lyft, Airbnb, and Pinterest. We also meaningfully added to our position in Floor & Decor. We completely exited our position in Electronic Arts and trimmed our stakes in Facebook, Microsoft, and ServiceNow.
For further details see:
Blue Hawk Investment Group Q4 2020 Investor Letter