Blue Tower Asset Management 3Q20 Commentary: Berry Global Group

Blue Tower Asset Management commentary for the third quarter ended September 2020, discussing their new position Berry Global Group Inc (NYSE:BERY).Q3 2020 hedge fund letters, conferences and moreOur strategy composite had another solid quarter in Q3 2020, recording a 10.44% gain, net of fees (10.78% gross). The biggest contributor to our performance this quarter was Cornerstone Building Brands which reported an excellent quarter where demand exceeded their capacity for window production and revenues far exceeded analyst consensus. Our bullish thesis described in our Q2 2019 letter on Cornerst…

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HEDGE accordingly