Black Bear Value Fund September 2022 Update

Jacob Wolinsky

Published onOctober 12, 2022

Black Bear Value Fund update for the month ended September 30, 2022.

Dear Partners and Friends,

Black Bear Value Fund, LP (the “Fund”) returned -2.4%, net, in September and +0.7% for 2022.
The HFRI returned -5.7% in September and -13.6% for 2022.
The S&P 500 returned -8.0% in September and is -22.9% for 2022.

Q3 2022 hedge fund letters, conferences and more

We have been finding compelling ideas both on the long and short side. Some ideas are previously owned names while others are new to the Fund. Patient investors and a long business runway continue to be part of our DNA. For the first 4 years of the Fund, patience and staying power were of limited appeal as FOMO took ahold and...

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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

Black Bear Value Fund September 2022 Update

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