Logos LP 4Q18 Commentary: The Stock Market Of 2018

Jacob Wolinsky

Published onJanuary 20, 2019

Updated on January 20, 2019

Logos LP commentary for the fourth quarter ended December 30, 2018, titled, "The Stock Market of 2018."

Q3 hedge fund letters, conference, scoops etc

“Most of the change we think we see in life is due to truths being in and out of favor.” – Robert Frost, “The Black Cottage” 1914

The following table represents Logos LP’s 2018 total return compared a basket of relevant indexes. The current price per unit (as of January 18th) is $22.73 compared to $20.74 as of December 30th, 2018:

Annual Performance and Expected Returns

The following table represents the annual performance for the portfolio over the past 5 fiscal years. The graph below also shows the...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Logos LP 4Q18 Commentary: The Stock Market Of 2018

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