This Metals And Mining Fund Is Up Despite Struggling Metals Stocks

The Delbrook Resource Opportunities Master Fund returned 3% for July, bringing its year-to-date return to 31%. In his August note to investors, which was reviewed by ValueWalk, Matthew Zabloski said there had been no significant changes to their views recently, and their focus has remained on second-quarter earnings and the apparent shifting economic environment.

Q2 2021 hedge fund letters, conferences and more

Delbrook's fund is a long/ short equity fund focused entirely on the metals and mining sector. It invests primarily in public companies focused on precious, base, energy and industrial metals production and exploration. The Delbrook team looks...