broyhillassetmanagement
Broyhill Asset Management commentary for the second quarter ended June 2021. Q2 2021 hedge fund letters, conferences and more The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails. - William Arthur Ward For the six months ending June 30, 2021, Broyhill generated high single-digit returns that varied depending on individual account asset allocations, legacy positions, and capital flows. Detailed quarterly reports, including account and benchmark performance, portfolio holdings, and transaction history, have been posted to our investor portal. S...
ValueWalk
In this piece, “Uncovering Value: Equity Commonwealth (NYSE:EQC),” John shares his take on EQC which was front and center in our letter. Q1 2021 hedge fund letters, conferences and more Commonwealth Equity: Ready to SwingWith no called third strikes in investing, value investors are well served to wait patiently for the best pitches to hit. That's what real estate investor Sam Zell is doing with Commonwealth Equity – Chris Pavese suggests joining him. They’ve been around for a long time, but special-purpose acquisition companies are all the rage today. Celebrated (and notso- celebrated) execut...
ValueWalk
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