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.

Illustration by II

Illustration by II

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.

To continue reading, subscribe now to Premium Journalism. Already a subscriber? login.

Related