Karsch Capital +4.4% In Q1, Gains Off Long Portfolio

Karsch Capital’s Long-Only investment portfolio gained 10 percent in the first quarter of this year, almost head-to-head with the 10.6 percent return on S&P 500 in the same period.

Karsch Capital Ltd., the flagship offshore fund, however returned 4.4 percent in Q1, most of which was gained in the exuberant January that brought 5.2 percent return to S&P 500 and +3.8 percent for Karsch Capital Ltd.

Karsch Capital Ltd.’s 80 percent assets are invested in longs while -14 percent of the portfolio is concentrated in short positions.

Long Portfolio