Highlights From Eschler Asset Management’s 2019 Investor Letter

On January 14, Eschler Asset Management published an investor letter in which it has reported that the fund has outperformed hedge fund indices thanks to a contrarian investment style, which deploys capital in a concentrated fashion across out-of-favour industries and stocks with attractive risk-reward. In the letter, the fund discussed its recent investments and offered some business ideas to help the company grow and reach its true value. Eschler Recovery Fund (ERF) rose 6.6% in Q4 2019...