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The DG Value Partners II fund has two share classes, diversified and concentrated. The concentrated strategy is a collection of portfolio manager Dov Gertzulin and team's best ideas, with 85% of assets under management in the strategy invested in just five positions.
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Since inception, the concentrated fund has returned 21.2% annualized with a Sharpe ratio of 1.7. Compared to an annualized gain of 11.4% for the S&P 500 and 4.3% for the HFRI index over the same time frame (Sharpe 1.02 and 0.94 respectively).
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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