Carlson Capital Says Buy Banks As Inflation Picks Up

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Rupert Hargreaves
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Carlson Capital’s Black Diamond Thematic, L.P. finished the first quarter of 2015 down -1.46% net, underperforming the fund’s benchmark. The fund suffered a similar underperformance during the first quarter of 2014 but due to a well-timed bet on oil, the fund’s performance improved significantly during the second half of the year. The letter authored by Richard Maraviglia, Portfolio Manager, and Mr. Matthew Barkoff, Analyst was reviewed by ValueWalk. Carlson Capital, L.P. is an alternative asset management firm. Founded in 1993 by Clint Carlson, they currently manage over nine billion dollars in assets. Carlson is positioning for a rapid recovery in US economic growth….

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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