DG’s Concentrated Portfolio Slumps -36.4% In Rough YearRupert Hargreaves
DG Value Partners' Concentrated fund added 8.4% during the month of October, according to a copy of its latest investor update, which ValueWalk has been able to review.
Following this performance, the fund is down -36.4% year-to-date, compared to -16.9% for the Russell 2000 and -7.7% for the HFRI benchmark index.
A Focused Portfolio Of Ideas
DG Value's Concentrated fund is an offshoot of its flagship value fund. It aims to achieve 20% gross annualized returns by investing in a concentrated portfolio (of between eight to 10 positions) of the firm's top . . .
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