One Of 2011’s Unlikeliest Safe-Havens Is Continuing Its Surge


One of the unlikeliest safe havens in 2011 was UK gilts (bonds).

Because of its high debt load and dreadful economy, people don’t frequently talk about gilts as a safe haven on part with US Treasuries, but they performed just as well (for reasons that we explained here).

Today yields on the 10-year gilt are dropping below 2% for the first time since Bloomberg started keeping score, perhaps in keeping with a year end move by managers to get into assets that have performed well lately.

Bedford Park Opportunities Fund Q2 Letter: Long Converge Technology Solutions

TechnologyThe Bedford Park Opportunities Fund returned 13.5% net of all fees and expenses in the second quarter of 2021, bringing its year-to-date return to 27.6%. Q2 2021 hedge fund letters, conferences and more   In the fund's second-quarter investor letter, which ValueWalk has been able to review, Jordan Zinberg, the President and CEO of Bedford Read More

Here’s a look at their amazing year.

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