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Logos LP 4Q18 Commentary: The Stock Market Of 2018

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Jacob Wolinsky
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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:

Logos LP

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 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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.