PKIUF - Forge First Asset Management July 2018 Commentary -- Long Parkland Fuel Corp.
Forge First Asset Management commentary for the month ended July 31, 2018.
The Sui Generis Canada Partners LP fund was up 1.44% for the Class A Lead Series during July 2018, resulting in a year-to-date net return of 2.15% and since inception (March 1, 2015) cumulative net return of 11.75% (3.30% annualized).
July 2018 Commentary
July saw a resumption of positive returns for Forge First Asset Management Inc. after an ever so brief hiatus. Given our strong focus on free cash flow and continuous bottom up analysis, we typically find that earnings season