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DG’s Concentrated Strategy Slumps -24.9% YTD

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Rupert Hargreaves
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DG Value Partners Concentrated Fund Class returned -3.8% in the month of May, according to a copy of the fund's monthly investor update, which ValueWalk has been able to review. Following these declines, the fund's year-to-date return is -24.9%.

The Concentrated Fund Class is a concentrated version of the firm's flagship value strategy. With $95 million in the strategy, it's the smaller of the two funds (the group manages $444 million overall), but it has a far higher return target.

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The share class seeks to achieve 20% gross annualized returns by investing in a concentrated co-investment strategy. It is targeting a portfolio consisting...

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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 Hedge Fund Alpha