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 . . .
This content is exclusively for paying members of ValueWalk Premium Gain Exclusive Access to the Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with ValueWalk Premium Get Started Now with a FREE 7-Day Trial 🔻 If you are a current ValueWalk Premium member and are having an account error please clear cache and cookies. If that does not work, email [email protected] or click Chat.
|