Blue Tower Asset Management 2Q21 Commentary
Blue Tower Asset Management commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more We have seen continued strength in our Global Value strategy composite which delivered a gain of 13.03% net of fees (13.34% gross) for Q2, adding to our significant gain in Q1. While we adjusted position sizes through trading, we did not any add or remove any companies to our portfolio this quarter. Our portfolio companies have been quite active as the US economy continues to shake off the effects of the pandemic and gradually reopens to full activity. While our c...