Black Bear Value Fund February 2020 Commentary: Cracks In Credit Markets – ValueWalk Premium
invest Roubaix Fund Composite

Black Bear Value Fund February 2020 Commentary: Cracks In Credit Markets

Black Bear Value Fund commentary for the month ended February 29, 2020.

Q4 2019 hedge fund letters, conferences and more

 

Dear Partners and Friends,

We have had our 2 biggest monthly draw-downs in back-to-back months with an estimated YTD return at ~ -16%.  While I have the bulk of my net worth in the Partnership and am very comfortable with what we own, I am sympathetic that . . .

SORRY!

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