nyseidt
Alta Fox Opportunities Fund commentary for the third quarter ended September 2021. Q3 2021 hedge fund letters, conferences and more Limited Partners, In Q3 2021, the Alta Fox Opportunities Fund (“the Fund”) produced a gross return of -0.91% and a net return of -0.99%. The Fund’s average net exposure during the quarter was 75.58%. Since inception in April 2018, the Fund has produced a gross return of 621.94% and a net return of 419.08% compared to the S&P 500’s return of 73.88%, the Russell 2000’s return of 50.75%, and the Russell Microcap’s return of 56.74%. As always, Alta Fox strives to igno...
ValueWalk
Alta Fox Capital Management’s detailed research on IDT Corporation (NYSE:IDT). Q2 2021 hedge fund letters, conferences and more Executive SummaryIDT is a collection of businesses overseen by Chairman Howard Jonas, who in our opinion is one of the greatest capital allocator s of all time. We believe the management team of IDT has an exceptional track record of building businesses and creating significant v alu e for shareholders via tax free spin offs.We believe two of the best businesses within IDT today (NRS and net2phone) are likely to be spun off to shareholders, providi ng two near term ca...
ValueWalk
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