- Kinsman Oak Capital Partners Inc. is an independent Toronto-based boutique investment firm that strives to generate superior long-term results over multiple market cycles, net of fees.
- The performance of the Kinsman Oak Equity Fund was +3.7% for the first quarter of 2021, net of all fees and expenses.
- None of the Fund’s positions have been significant detractors to performance and the cash position averaged ~30% over the past few months.
- The Fund held seventeen long positions and no short positions as of the end of the first quarter. Net exposure averaged ~70% over the past three months.
For further details see:
Kinsman Oak Q1 2021 Letter To Partners