Three Bridges Capital: Few Remember The Macro Scares Of 2014Mark Melin
Markets are reacting “reflexively to QE-related data points and commentary from the ECB,” noted New York-based long / short fund manager Three Bridges Capital, and ex Omega Advisors partner, Gene Salamon in a recent investment letter reviewed by ValueWalk.
Economic data being “generally positive if somewhat muted” is generally good for a European focused relative value equity fund that is decidedly long in his spread position balancing. Long exposure is nearly twice as large as the more difficult to manage exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here
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