Seeking Alpha

Eschler Recovery Fund Q1 2019 Update

|
Includes: ATBYF, FISOF, MUX, PENMF, PVG, SAND, SMH
by: Theron de Ris
Summary

Eschler Asset Management is a London-based independent investment manager that invests in out-of-favor companies with strong recovery potential.

Long-biased long-short equity strategy focused primarily on niche resource related industries entering cyclical recovery.

Eschler Recovery Fund rose 12% net of fees and expenses in Q1 2019. Industry allocation was a headwind with gold and silver equity indices up only marginally during the quarter, though stock selection was strong.