blackbearvaluepartners
Black Bear Value Partners commentary for the first quarter ended March 31, 2022. “A nickel ain’t worth a dime anymore.” – Yogi Berra To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned +1.6% in March and +1.9% YTD.The S&P 500 returned +3.7% in March and -4.6% YTD.The HFRI Index returned +0.2% in March and -2.6% YTD.We do not seek to mimic the returns of the S&P 500 and there will be variances in our performance.Note: 2022 returns reflect our reduced 10% incentive fee.Q4 2021 hedge fund letters, conferences and more Note: Additional historical performance can be found on...
ValueWalk
Black Bear Value Partners commentary for the third quarter ended September 30, 2021. Q3 2021 hedge fund letters, conferences and more “There are two mistakes one can make along the road to truth…not going all the way, and not starting.” - Buddha To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned -3.3%, net, in September, -3.7% for the 3rd quarter and +23.8% YTD.The S&P 500 returned -4.7% in September, +0.8% for the 3rd quarter and is +15.9% YTD.The HFRI index returned +0.2% in September, -0.3% for the 3rd quarter and is +15.7% YTD.We do not seek to mimic the returns of...
ValueWalk
Black Bear Value Partners LP commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more “I am certain there is too much certainty in the world.” - Michael Crichton To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned -1.5%, net, in June, +2.7% for the 2nd quarter and +28.5% YTD.The S&P 500 returned +2.3% in June, +8.3% for the 2nd quarter and is +15.2% YTD.The HFRI index returned +1.3% in June, +6.2% for the 2nd quarter and is +17.1% YTD.We do not seek to mimic the returns of the S&P 500 and there will be variances in our perf...
ValueWalk
Black Bear Value Partners commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more "In times of joy, all of us wished we possessed a tail we could wag." - W.H. Auden To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned +13.6%, net, in March and is +25.2% YTD.The S&P 500 returned +4.4% in March and is +6.2% YTD.The HFRI index returned +2.0% in March and is +10.1% YTD.We do not seek to mimic the returns of the S&P 500 and there will be variances in our performance.Amidst the turbulence of the financial crisis in 2008 I met my ...
ValueWalk
Black Bear Value Partners LP annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more “Nothing valuable can be lost by taking time.” – Abraham Lincoln To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned -6.5%, net, in 2020.The S&P 500 returned +18.4% in 2020 while the HFRI index returned +14.4%We do not seek to mimic the returns of the S&P 500 and there will be variances in our performance.Thank you to all who have continued to put themselves in harm’s way to assist humankind. I also extend sympathies to anyone wh...
ValueWalk
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