jsetga
Praetorian Capital Fund commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more To The Investors Of Praetorian Capital Fund; During the second quarter of 2021, the fund appreciated by 23.96% net of fees. Given the fund’s concentrated portfolio structure and focus on asymmetric opportunities, I anticipate that the fund will be rather volatile from quarter to quarter. During the second quarter, our core portfolio appreciated considerably though there was a dispersion of gains with several large positions depreciating during the quarter. This perfor...
ValueWalk
What’s New In ActivismQ1 2021 hedge fund letters, conferences and more Starboard Value CEO Jeff Smith railed against the board of latest proxy fight target Box Inc (NYSE:BOX), saying the fund could not trust directors to hold management accountable after its last fundraising deal. Speaking at Bloomberg Deals Summit in June, Smith said of the fund’s first settlement with Box in March 2020, "We felt that it would be okay for us to remain outside and that direct shareholder representation would not be necessary." "Despite concerns over value created since the first settlement, we would have tried...
ValueWalk
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