Howard Marks Latest Memo: What Can We Do For You?

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Howard Marks Latest Memo: What Can We Do For You?

“At the risk of oversimplifying, I see a long list of macro risks on one side of the Howard Marks Latest Memo: What Can We Do For You?scale, and low valuations and joyless investors on the other. Prices are neither so high that we must be hyper-cautious nor so low as to call for aggressiveness. Thus I think it’s time to balance defense and offense, and to move forward, albeit with caution. That’s what we plan on doing in the coming months, while attempting to execute on my list of the things a manager can do for you.”

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DG Value Surges On Recovery Plays

investAccording to a copy of the firm's February investor update, Dov Gertzulin's DG Value Partners returned +4.48% net for the month of February, which ValueWalk has been able to review. Q4 2020 hedge fund letters, conferences and more Following this performance, the firm has returned +8.32% net for the year to the end of February. Read More


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