DG Value recorded 17 percent IRR on this shortseller favorite debt position

DG Value Partners was up 1.06% for June, although the fund remains in the red year to date. DG Value is down 7.46% net for the first half of the year.

Q2 2020 hedge fund letters, conferences and more

Positive and negative contributors

The fund's top five long positions during June were Datasite debt and equity, EmployBridge debt and equity, MiMedx debt, NantHealth debt and Isola debt and equity. The top fie positions made up 33.6% of the portfolio.

In their June update, which was reviewed by ValueWalk, DG Value Partners management said their biggest positive contributors last month included their debt investments in NantHealth, Invacare, Turning Point Brands, and Isola. Their...