DG Capital, led by Dov Gertzulin, is an alternative investment firm targeting companies that are trading significantly below their intrinsic value. They choose middle-market companies that are undergoing a special situation, like a restructuring, spin-off, post-bankruptcy reorganization, refinancing, or liquidation.
In their latest letter, they discussed two of their products - DG Value Funds and DG Concentrated Strategy—and covered their 2024 performance and the first month of 2025.
Read more hedge fund letters here
DG Value Funds Commentary
On average, DG Value Funds in 2024 delivered 9.6% net gains. In the last quarter, the fund finished with about a 2% negative gain, mostly due to a sell-off in the healthcare and energy-related sectors. Hedges that were placed partly mitigated...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
