While most hedge fund industry giants have had mediocre performance in 2020, one small fairly concentrated hedge fund strategy has reported gains of over 100% through September.
Matthew Zabloski, founder and portfolio manager of Delbrook, attributes the portfolio success to the firm’s location, pent up commodity demand and an expanding opportunity set surrounding mining and metals over the long term.
Last month, Delbrook had losses of -6.5%, but its year-to-date performance is still at 100.6%.
“Our objective for this fund was to aim to generate 20% to 30 . . .
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