Black Diamond Partners: There Are Only Two Hedges Right NowRupert Hargreaves
Carlson Capital’s Black Diamond Partners Fund Q3 letter - gains on RMBS and some
Carlson Capital’s Black Diamond Partners fund had a very good third quarter gaining 2.6%, an almost identical performance to the prior quarter. Year-to-date the fund is up 2.63% according to the fund’s third-quarter letter to investors, a copy of which has been reviewed by ValueWalk.
Credit long/short was the fund’s best performing strategy during the third quarter, adding nearly 9% to returns. The majority of these gains came from a well-placed . . .
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