Blue Tower Asset Management

Blue Tower Up 15.2% In Q2 On EZPW Long

Blue Tower Asset Management investment commentary for the second quarter ended June 30, 2016.

The Blue Tower Global Value strategy returned 15.51% gross of fees in Q2 2016 (15.20% net) and for the first half of 2016, as a whole, returned 10.79% gross of fees (10.22% net). The greatest contributor to performance in Q2, EZPW, was also the greatest detractor the previous one. The investment thesis for EZCORP which we detailed in last quarter’s letter is playing out as well as our most optimistic projections.

In this letter, I will give updates to our investments . . .


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