Dov Gertzulin's DG Value Partners flagship fund returned -2.21% in March, according to a copy of the firm's monthly investor update, which ValueWalk has reviewed.
DG Value Partners runs two main investment strategies, the flagship value strategy and a more concentrated strategy made up of its top ideas, targeting annualized returns of 20%. The firm focuses on event-driven value opportunities in the middle market segment across the capital structure.
DG manages $415 million across these strategies and managed accounts. Assets in the flagship strategy totaled $293 million at the end of March.
Year-to-date, the flagship value strategy has returned 5.77%, compared to 2.7% for the Russell 2000 index and 3.9% for the Credit Suisse high-yield index. Over the past 12 months, the strategy...
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