Logos LP 1Q20 Commentary: Down 1.6% Vs TSX Of -13.7% Return
Logos LP commentary for the first quarter ended March 31, 2020. “Nature does not hurry, yet everything is accomplished.” - Lao Tzu The following table represents Logos LP’s YTD return1 compared to a basket of relevant indexes. The price per unit as of April 17th, 2020...
Hayden Capital 1Q20 commentary: Up 4% Through March
Dear Partners and Friends, First and foremost, I hope you are all keeping safe and healthy these last few months. Given the market volatility in the past few weeks, I thought it would be suitable to give you an update on our portfolio a couple weeks early, before our...
Hidden Value Stocks Q1 2020 Issue
Left Brain Capital Appreciation Fund – January 2020 Performance Results
Saga Partners’ 4Q19 Tear Sheet and Investor Letter
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Bonhoeffer: Q4 2019 Investor Letter
McIntyre Partnerships Q4 2019 Letter
Choice Equities 4Q 2019 Investor Letter
Alluvial Fund, LP Fourth Quarter Letter
Alluvial Fund, LP was up 3.4% for the month of December. For the calendar year 2019, Alluvial has returned 18.5% versus 31.5% for the S&P 500 and 25.7% for the Russell 2000. [embeddoc...
