Carlson pushes for agreement with largest position, SWK Holdings: Q1 Letter [Exclusive] – ValueWalk Premium
Black Diamond

Carlson pushes for agreement with largest position, SWK Holdings: Q1 Letter [Exclusive]

Carlson Capital's Double Black Diamond fund was up 2.17% net for the first quarter as most strategies contributed positive returns. Only strategic investments and credit posted negative returns. Although the firm kept its strategy allocation from the fourth quarter the same, it expects allocation to its event-driven strategy to rise going into the second quarter.

Q1 2021 hedge fund letters, conferences and more

Strength in event-driven strategy
In his first-quarter letter to . . .

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