Interested to see what his thesis is on BTH. Its a big position...

Interested to see what his thesis is on BTH. Its a big position and they have the RoW to select from.

Amish Mehta’s SQN Investors' return of 46% has topped the broader market rally as well as a stunning 43% tech-heavy Nasdaq index run in 2020. We haven't heard about SQN's returns in the last days of 2020, but that probably won't change the fact that SQN is one of best performing hedge funds' of 2020. Founded in 2014, the long/short value-oriented hedge fund’s strategy of generating gains by investing in tech companies led it to beat the market indices. The tech focused Amish Mehta’s hedge fund maintains a position in 18 stocks, according to the latest 13F filings. The top ten positions account for 72% of the overall portfolio.

Besides strong performance in 2020, Amish Mehta’s SQN Investors have generated double-digit returns between 2015 and 2018.

The hedge fund's bets on cloud computing companies helped in generating massive returns in 2020. Amish Mehta has made several investments in software companies like ServiceNow Inc., Zendesk Inc., Avalara, and Paycom software to take advantage of technological adoption. Moreover, Amish Mehta’s hedge fund has also created positions in digital transformation companies like Square (SQ) and Shopify (SHOP) to beat the market indices.

Mehta and his small team of 15 persons believe pandemic has changed the businesses and consumers requirements. He thinks the demand for technology adoption is likely to remain high in the years ahead.