eschlerrecoveryfund
Eschler Recovery Fund commentary for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Partners, Eschler Recovery Fund PerformanceIn 2020 Eschler Recovery Fund rose over 50% on an asset-weighted basis, net of fees and expenses. This was the best annual tally since inception. This strong result belies a sometimes uneven flight path over the past eight years (and I have the grey sideburns to prove it!). The 37 year-old who set up Eschler in 2010 may have had second thoughts had he enjoyed perfect foresight. Markets exist to destroy one’s ego and it didn’t ta...
ValueWalk
Eschler Recovery Fund commentary for the third quarter ended September 30, 2020.Q2 2020 hedge fund letters, conferences and moreDear Partners,Eschler Recovery Fund's PerformanceThanks to a strong Q3 2020 return of 12.2% (B USD share class), net assets per share have appreciated by 92% since inception eight years ago. The Eschler Recovery Fund’s result suggests that a hedged value approach applied to smaller companies can still deliver in spite of recent headwinds for the category, if applied with creativity, conviction and the valuable support of patient capital.Above I have compared the Fund’...
ValueWalk
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