What value investors May Be Overlooking in Russia. Dmitry Alimov of Frontier Ventures talks about value investing in Russia with The Manual of Ideas. Seth Klarman and David Tepper both investing in Russia in the 1990s for everyone who thinks the idea sounds crazy. The economy is stronger now. The only other difference is that then Russia had a drunk President now they just have an Authoritarian one!
Blue Mountain Credit Fund still in the red YTD; here are their biggest holdings
Blue Mountain Credit Alternatives Fund was up 0.36% for November, although the fund remains well into the red for the year. For the first 11 months, the fund was down 24.85% gross. Q3 2020 hedge fund letters, conferences and more Blue Mountain's fundamental credit strategy was up 0.63% for November, including a 1.09% gain for Read More
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