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Lakewood的Bozza在经济放缓的担忧中是看涨的

长短的对冲基金在十年上以最糟糕的成绩脱离。

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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