Dov Gertzulin's DG Value Capital's concentrated strategy, returned 10.7% during August, according to a copy of the firm's investor correspondence, which ValueWalk has been able to review.
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DG's concentrated strategy is an offshoot of its flagship value fund. The concentrated class seeks to achieve 20% gross annualized returns by investing in a focused portfolio (5 to 8 holdings) of high conviction positions.
Year-to-date, the concentrated class has returned -3%. Since its inception, the fund has produced a cumulative return of 251% compared to 173% for...
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