DG Value Jumps On Value Rally In Q4

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Rupert Hargreaves
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Dov Gertzulin's DG Value Partners II fund returned 2.8% during December, taking its net return for 2021 as a whole to 22.8%.

Q3 2021 hedge fund letters, conferences and more

According to a copy of its fourth-quarter update to investors, DG's flagship value strategy has achieved a cumulative net return of 218.2% over the past decade and an annualized return of 12.3% with a standard deviation of 9.5 and a Sharpe ratio of 1.22.

The firm managed $542 million across several strategies at the end of the year.

Value rally helps performance

The Value Partners II...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.Rupert covers everything value investing for ValueWalk