Trey Reik is the Chief Investment Officer of Bristol Investment Partners LLC. He utilizes separately managed accounts and modest fees to conduct gold investing. Previously he was managing a long/short equity partnership investing in precious metal equities. We like sector specific hedge funds because they cover far fewer companies and can leverage their expertise in a given field. Academic studies also show that sector-specific funds perform better than diversified funds. We urge gold investors to take a closer look at BI Partners’ top stock picks.
According to a 13F filed with the SEC for the quarter ended September 30, 2011, Bristol Investment Partners has 23 holdings. Since the end of the third quarter, these positions have returned 15.78%, outperforming Gold Miners ETF’s 10% (GDX).
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