Dane Capital Q4 Investor Letter

Dane Capital Management, which focuses on value and special situations investments, recently published its Q4 investor letter – you can download copy below. The fund reported returns of 19.2% net of fees and expenses for the fourth quarter, resulting in a 50.2% return for the year net of fees and expenses.

In the 4th quarter virtually all our positions performed well, several of which we’re not yet prepared to disclose. Top positions including Daseke (DSKE), which we discussed at length...