Fairpointe Mid-Cap Composite 4Q20 Commentary
Fairpointe Mid-Cap Composite commentary for the fourth quarter ended December 31, 2021. Q4 2020 hedge fund letters, conferences and more We See Benefits from Continued Market RotationThe trends in market rotation that we discussed recently have continued and have been positive for our stocks. After several years of markets being dominated by growth, momentum, and passive investing, we have seen a reset back to fundamental value-based investing. The pandemic in 2020 resulted in disruption to growth in economies around the world. With the availability of vaccines, attractively valued companies t...