bluetowerassetmanagement
Blue Tower Asset Management commentary for the third quarter ended September 2021, providing an investment theses on Nihon Falcom Corporation (TYO:3723). Q3 2021 hedge fund letters, conferences and more The Blue Tower Global Value strategy registered a decline in Q3 of -4.89% net of fees (-4.61% gross). Fears over Covid variants, including the Delta variant, were negatively affecting consumer and investor sentiment. Additional factors were persistent supply chain issues, energy price increases in Europe and Asia, and inflation pressures and labor shortages in the US. One type of company that i...
ValueWalk
Blue Tower Asset Management commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more We have seen continued strength in our Global Value strategy composite which delivered a gain of 13.03% net of fees (13.34% gross) for Q2, adding to our significant gain in Q1. While we adjusted position sizes through trading, we did not any add or remove any companies to our portfolio this quarter. Our portfolio companies have been quite active as the US economy continues to shake off the effects of the pandemic and gradually reopens to full activity. While our c...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら