Clint Carlson’s Carlson Capital Double Black Diamond fund returned 3.34% in August net of fees. Following this performance, the fund is up 8.82% year-to-date net, according to a copy of the firm’s August investor update, which ValueWalk has been able to review. On a gross basis, the Double Black Diamond fund added 4.55% in August and 12.21% year-to-date. The best-performing investment strategy in the portfolio this year has been the firm’s Strategic Investment bucket. This strategy has returned 623 basis points year-to-date. It gained 273 basis points in the month of August. Stock picking performance Event-Driven was the second best-performing…
Carlson Capital’s Double Black Diamond Adds 3.3% In August
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