Dov Gertzulin's DG Value Partners ended 2018 with a mixed performance.
Q4 hedge fund letters, conference, scoops etc
The firm runs two portfolios based on the same strategy, one concentrated with a typical position size of 15 to 20%, and the other more diversified with the average position not exceeding 10%. Last year, the concentrated portfolio returned 12.6% for investors, substantially outperforming its hedge fund peer group.
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DG Value Partners' concentrated strategy has continued to outperform...
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