Insider Monkey obtained Andrew Schwartz’s and Adams Hill Capital’s 2014 Q2 investor letter. Andrew Schwartz previously worked at Steven Cohen’s SAC Capital investing in basic materials, metals, mining, industrial, and energy shares. You can see their entire 13F portfolio here. Andrew Schwartz launched Adams Hill Capital at the beginning of 2013. The fund had negative returns in 2013 but is now in black after delivering an 11.2% net gain during the first 6 months of 2014. Here are a few...
