Mittleman Investment Management Q2 Investor Letter

New York-based Mittleman Investment Management recently released its Q2 investor letter – you can download a copy below. Mittleman’s composite declined 6.3% net of fees in the second quarter of 2018, versus gains of 3.4% by the S&P 500 Total Return Index and 7.8% by the Russell 2000 Total Return Index.

The top three contributors to our Q2 2018 performance were Aimia Inc. (AIM CN): $1.34 to $1.76 (+31%), AMC Entertainment (AMC): $14.05 to $15.90 (+15% with dividend), and HC2 Holdings (HCHC): $5.26 to $5.85 (+11%).

You can download a copy of the letter here.