Carlson Capital Believes Rising Rates Present A Severe Challenge For Investors [Exclusive]

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Rupert Hargreaves
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Black Diamond

Carlson Capital Double Black Diamond fund returned 2.04% in February, bringing its year-to-date return to 3.33%. According to a copy of the firm’s February investor update, which ValueWalk has been able to review, all of the multi-strategy fund’s strategies were profitable in the month, with the expectation of some “residual credit positions,” which recorded a loss of 6 basis points in the month. Year-to-date, Double Black Diamond’s credit strategies are down 3 basis points. Q4 2021 hedge fund letters, conferences and more Strategies Outperform The best-performing strategy in the month was equity relative value with a profit contribution of 1.15%…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk