June 5 (Bloomberg) — Bill Miller, portfolio manager of the Legg Mason Opportunity Trust at LMM LLC, discusses his investment recommendations and the outlook for U.S. home-building stocks. He speaks with Olivia Sterns on Bloomberg Television’s “The Pulse.” Jeff Gundlach would likely disagree with Mr. Miller.
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The Delbrook Resources Opportunities Master Fund was up 9.2% for May, bringing its year-to-date return to 33%. Q1 2021 hedge fund letters, conferences and more Dellbrook is an equity long/ short fund that focuses exclusively on the metals and mining sector. It invests mainly in public companies focused on precious, base, energy and industrial metals Read More