The Delbrook Resource Opportunities Master Fund LP declined 4.2% in September, bringing the fund’s year-to-date performance to 25.4%, according to a copy of the firm’s September investor update, which ValueWalk has been able to review. Q3 2021 hedge fund letters, conferences and more The commodities-focused hedge fund has had a strong year of the back of rising precious and base metals prices. According to the update, at the end of September 45% of the portfolio was invested in companies with exposure to precious metals, with a further 30% invested in base metals opportunities. The remainder was invested in bulk commodities…
Delbrook Resource Opportunities Remains Commited To Precious Metals After 4.2% Loss
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