Blue Tower Asset Management letter to investors for the second quarter ended June 2020, disucssing their holdings in EZCORP Inc (NASDAQ:EZPW). [dalio] Q2 2020 hedge fund letters, conferences and more The Blue Tower Global Value strategy composite had its best quarter since inception with 21.14% net (21.49% gross) in Q2. This follows our worst quarter in Q1, which itself followed our then-best quarter of Q4 2019. These large moves are the result of the volatility in global markets, which affects lowervolume stocks to a greater degree. We should expect this extreme market volatility to continue until the various current crises…
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