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RGM Value Opportunity Fund, LP - Q4 2021 Newsletter
Hedge Fund RGM Value Opportunity Fund, LP Views: 1

RGM Value Opportunity Fund, LP - Q4 2021 Newsletter

The Fund generated reasonable returns in the fourth quarter and for the full year. For the equity market as a whole, small caps lagged their larger counterparts by a wide margin for the quarter and 2021. Within the portfolio, significant M&A activity and improving company-specific fundamentals contributed nicely to performance, while headwinds included valuation multiple compression and certain pandemic-related “reopening” situations tak


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