A thesis for going long on LiveRamp From Admiral Capital Partners
Admiral Capital Partners was down 13.7% net for the first quarter, but the fund beat the S&P 500 by 590 basis points. Admiral was down 0.1% for January, 6.8% for February and 7.3% for March, compared to the S&P's flat January return and 8.2% and 12.4% declines, respectively, in February and March.
Q1 2020 hedge fund letters, conferences and more
First-quarter roundup
In his first . . .
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