Gold continues to be a winning play for Sturgeon Capital. The Silk Road-focused fund gained 5% in June and is now up 0.88% for the first six months of the year. The biggest contributors to the fund's June returns were one bank stock, one gold stock and one copper stock. It was generally a solid month for central Asia, Frontier Markets and the Silk Road region.
Q2 hedge fund letters, conference, scoops etc
A month of gains for the region and commodities
The MSCI Russia index gained 6.92%, while the MSCI Turkey index was up 7.54%. The Kazakh Index...
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