Hawk Ridge Adds 3.1% In Q2 Sees Value In This Cement Company

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Rupert Hargreaves
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Hawk Ridge Capital Management, the equity long-short hedge fund managed by David Brown and Eric Wolff, generated a net return of 3.1% in the second quarter of 2021. That compares to a positive gain of 3.6% for the S&P 400 during the same period. The average net exposure during the quarter was 50%, and the average gross exposure was 130%. Q2 2021 hedge fund letters, conferences and more Longs attributed 6.2% on a gross basis while shorts detracted -1.9%. For the year to the end of June, longs added 21.9% gross while shorts have detracted -6.7%. Value In Cement And…


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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