David Winters discusses why he feels very good about global the consumer especially in Asia, Latin America and other places in the world, and thinks American economy is doing better than people think. He also discusses why he likes MasterCard (MA), Consolidated-Tomoka (CTO), Fairfax Financial (FFH), Brazil, and whether GE (GE) will begin its dividend again.
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The LF Brook Absolute Return Fund lost -2.52% in the second quarter of 2021, compared to a positive performance of 7.59% for its benchmark, the MSCI Daily TR Net World Index. Year-to-date the fund has returned 4.6% compared to 11.9% for its benchmark. Q2 2021 hedge fund letters, conferences and more According to a copy Read More
H/T: Canadian Value