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Lakewood’s Bozza Is Bullish Amid Economic Slowdown Concerns
The long-short hedge fund is coming off its worst year for performance in a decade.
Anthony Bozza’s Lakewood Capital Management is coming off its worst year in a decade — but the long-short manager is downright ebullient about the current investment environment.“We enter 2019 with the most attractively-valued long book we have seen in a decade,” Bozza said in his fourth-quarter letter, obtained by Institutional Investor.
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