Looking back on Perry’s positive period and hedge funds’ Democratic flirtations

AR also revisits a tactical twist for Scott Roth’s Severn River.

One year ago

»» Despite, or perhaps because of, its bearish outlook, Perry Capital had posted an 11.17% gain in its flagship multistrategy fund, Perry Partners International, through the end of September last year.

Perry was helped by shorting the debt of Japan, China and some European nations, as well as by having more than one-third of its portfolio in cash.

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