Carlson Capital Believes Rising Rates Present A Severe Challenge For Investors [Exclusive]

Carlson Capital Double Black Diamond fund returned 2.04% in February, bringing its year-to-date return to 3.33%.

According to a copy of the firm’s February investor update, which ValueWalk has been able to review, all of the multi-strategy fund’s strategies were profitable in the month, with the expectation of some “residual credit positions,” which recorded a loss of 6 basis points in the month. Year-to-date, Double Black Diamond’s credit strategies are down 3 basis points.

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Strategies Outperform

The best-performing strategy in the month was equity relative value with a profit contribution of 1.15% for...