by Rupert Hargreaves | Apr 20, 2020 | Premium members
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...
by Rupert Hargreaves | Jan 31, 2020 | Uncategorized
Logos LP commentary for the fourth quarter ended December 31, 2019. “The world is ruled by letting things take their course.” – Lao-Tzu The following table represents Logos LP’s YTD return1 compared to a basket of relevant indexes. The price per unit as of December...
by Rupert Hargreaves | Mar 13, 2019 | Premium members
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...
by Rupert Hargreaves | Jul 25, 2018 | Premium members
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...
by Rupert Hargreaves | Jan 16, 2018 | Premium members
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...
