Logos LP: Get Out or Go All In?

Logos LP February 2019 Performance February 2019 Return: 3.03% 2019 YTD (February) Return: 8.41% Trailing Twelve Month Return: -8.32% CAGR since inception March 26, 2014: +13.46% This content is exclusively for paying members. Access all of our top quality content by...

Logos LP Q2 Letter To Investors

Although the first half of the year has been challenging for the fund, we are starting to see an uptick in certain stocks that were purchased earlier in the year. As of the date of this letter, the fund is up 3.43% for the year and for the month of June, the fund was...

2 Picks For 2018 From Logos LP

Two new stock picks from Logos LP for the new year: 2018 Top Stock Pick 1: Del Taco Restaurants (TACO) -- This is a new position for Logos. Peter Mantas: The company has surprisingly consistent operating margins in the high single digits — which is almost double that...