The Bedford Park Opportunities Fund returned 13.5% net of all fees and expenses in the second quarter of 2021, bringing its year-to-date return to 27.6%.
Q2 2021 hedge fund letters, conferences and more
In the fund's second-quarter investor letter, which ValueWalk has been able to review, Jordan Zinberg, the President and CEO of Bedford Park Capital noted that the fund witnessed "considerable strength," in several of its portfolio holdings last quarter, but the "standout performer was Converge Technology Solutions, which recorded a "stunning" 94% return.
The Toronto-based asset manager has developed a reputation for finding unappreciated Canadian technology stocks over the past few years.
In 2020, the Bedford Park Opportunities Fund returned 32.% net of all fees and expenses, a performance...
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