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Tuesday, April 5, 2011

Absolute Return Partners April 2011 Letter

The folks from Absolute Return Partners are out with their April 2011 letter. For those who are unfamiliar with them they are a European based fund that manages around $225m. The letter makes the argument that investors should seek out illiquid investments as they believe they will outperform their more liquid brethren. Basically stating that the illiquidity premium has risen to multi-year highs due to investor reluctance to commit to these names after getting badly burned in the Great Recession.

Anyways, enjoy.


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