DG Value presents a thesis for this gaming stockMichelle Jones
DG Value's Concentrated Strategy was up 0.2% for the fourth quarter, bringing its full-year return to 5.58% for 2019. The HFRI Distressed and Restructuring Index was down -.41% for the fourth quarter and up 2.61% for the full year. The HFRI Event Driven Index was up 2.88% for the fourth quarter and 7.53% for the full year.
Contributors and detractors
Credit positions that contributed to DG's performance during the third quarter were Blueknight and Invacare, while the credit position in Contura detracted from performance. Positive equity holdings included Aimia, Blueknight, EmployBridge, Everi . . .
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