Major stock indices have recorded solid gains for the first six months of the year, but at least one fund has greatly outperformed. Andvari Associates gained 38.7% for the first two quarters of 2018, compared to the S&P 500’s 18.5% gain and the Russell 2000’s 17% gain.
Q2 hedge fund letters, conference, scoops etc
The fund’s top five positions are
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