Dov Gertzulin's DG Value Partners reported a mixed start of the year. The firm's flagship fund returned -17.8% during the first three months of 2020, outperforming the S&P 500 index by 180 basis points.
Q1 2020 hedge fund letters, conferences and more
According to the firm's first-quarter letter to investors, its equity positions were responsible for 90% of this performance. Credit positions made up the last 10%.
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At the end of March, the DG Value Funds had a net exposure of 48% equity, 52% credit.
As equity markets have recovered from their first-quarter sell-off, DG's...
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