Clint Carlson Is “Definitely Bearish” On Stocks, Says “Don’t Fight The Fed” [Exclusive]

Carlson Capital’s Double Black Diamond Fund was down 2.06% for March, bringing its year-to-date return to 1.19% after giving up some of its gains from the first two months of the year. It’s no secret that the beginning of the year was highly volatile for all risk assets. Portfolio Performance In March, the Double Black Diamond Fund’s hedged equity portfolios continued to generate solid positive performance, although it was more than offset by losses in the fund’s other portfolios. The weakness was concentrated in the fund’s event-driven and strategic investment holdings. Q1 2022 hedge fund letters, conferences and more In…