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Logos LP 1Q20 Commentary: Down 1.6% Vs TSX Of -13.7% Return

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Jacob Wolinsky
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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 is $28.67 compared to $29.12 as of December 31st, 2019:

Logos LP

It is no secret that markets rolled over this past quarter from the COVID-19 shutdown creating what looks to be the deepest recession since 2008-09. Over 17 million North Americans are now unemployed (a 35 sigma event) and businesses of all sizes have grinded to a halt in a matter of weeks. As a result,...

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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 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