FOCS - Upslope Capital's Q4 2020 Investor Letter

• Upslope Capital Management is a Colorado registered investment adviser. Upslope's core investment approach is a concentrated, long/short equity strategy, focused on mid-cap businesses. Upslope also manages a long-only version of the strategy.
• In 2020, Upslope’s portfolio had little correlation to markets during the collapse early in the year and strong absolute returns in the second half.
• I am equal parts amused, nervous, and excited by opportunities stemming from the SPAC circus. The SPAC (aka blank check) boom is a mini-me 90s tech bubble.
• It seems genuinely hard to imagine today, but risk and volatility will re-emerge in markets. I don’t know when it will happen.But, I remain focused and committed to protecting and growing our capital.

For further details see: