The Bonhoeffer Fund returned 12.9% net of fees in April, bringing the year-to-date return to -25.2%. [dalio] Q1 2020 hedge fund letters, conferences and more In addition to sharing the Bonhoeffer Fund’s April performance update, I wanted to share a note from Keith given the rebound in the market. Fellow investors: The COVID-19 pandemic and the government shut-down response is revealing the strengths of various business models. For the most part, this is reflected in the stock prices of the affected firms. The next stage of this crisis is to determine when or if affected firms can emerge from this…
Bonhoeffer Fund April 2020 Performance Update
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.