Blue Tower Asset Management 4Q20 Commentary

Jacob Wolinsky

Published onFebruary 4, 2021

Updated on February 4, 2021

Blue Tower Asset Management commentary for the fourth quarter ended December 31, 2020.

Table of Contents

Q4 2020 hedge fund letters, conferences and more

The extreme volatility of 2020 continued into the fourth quarter with our strategy recording a gain of 21.95% net of fees (22.31% gross) in Q4 giving a 2020 full-year return of 10.99%, net of fees. The biggest contributor to our performance this quarter was Joban Kaihatsu (Tokyo: 1782) due to a takeover bid that I will elaborate on further in this letter. 2020 has certainly been the most memorable for our strategy since we launched in 2014. I previously predicted in my email to investors at the end of February, that Covid-19 would set a record for 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

Blue Tower Asset Management 4Q20 Commentary

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