Black Bear Value Fund February 2020 Commentary: Cracks In Credit MarketsJacob Wolinsky
Black Bear Value Fund commentary for the month ended February 29, 2020.
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 . . .
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