Willow Oak Select Fund 1Q19 Commentary

Jacob Wolinsky

Published onApril 24, 2019

Updated on April 24, 2019

Willow Oak Select Fund commentary for the first quarter ended March 31, 2019.

Q1 hedge fund letters, conference, scoops etc

Only when the tide goes out do you discover who's been swimming naked. - Warren Buffett

Dear Partner,

For the quarter ended March 31, 2019, the fund was up 5.59%, versus 11.61% for the benchmark index, MSCI ACWI.

The above quote is often cited, but infrequently properly implemented. To us, planning in a meaningful way for the inevitable day when the tide goes out means structuring a portfolio with large positions in companies with a high probability to compound at superior rates over the long term. This increased probability exists...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article

Already a member? Log in here

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

Willow Oak Select Fund 1Q19 Commentary

Login required to continue reading.

Get Your Business News