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Mittleman Brothers Q3 2020 Investor Letter
Summary
- Mittleman Investment Management, LLC (“MIM”) is an SEC-registered investment adviser that provides discretionary portfolio management to institutional investors and high-net-worth individuals.
- The Mittleman Global Value Equity Fund – Class P declined 1.4% net of fees (AUD) in the Q3 2020, versus a gain of 3.9% in the MSCI ACW Index.
- The top three contributors to Q3 2020 performance were Aimia, International Game Technology and Greatview Aseptic Packaging.
- The top three detractors from Q3 2020 performance were Revlon, ABS-CBN Holdings and Cineplex.
Select quarterly fund letters.