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Dear Perry Capital Investors

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  • Updated:

Second quarter performance.

Perry Partners LP
QTD: -0.93%
YTD: 2.69%

Sayeth Richard: "Our Japanese and European financials positions were detractors, and our hedges did not provide protection during the markets. That said, much of the loss during Q2 came from some of our largest and highest conviction names which are now at more attractive levels."