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Foundry Value Master Fund March 2016 Commentary; Q1 Letter

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Jacob Wolinsky
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Foundry Value Master Fund March 2016 Commentary and Q1 Letter

The following is fromFoundry Value Master Fund''s latest letters to investors. The hedge fund was profiled in our first issue. Some macro, great returns and discussion of positions. If you would like to talk to the portfolio manager about any positions feel free to contact below.

Troy Marchand
317-402-1563
[email protected]

PDF can be found - HERE

 

Troy Marchand's Foundry Capital Group letter to partners for the first quarter ended March 31, 2016. Dear Partners, “Value investors…have as a primary goal the preservation of their capital. It follows that value investors seek a margin of safety, allowing room for imprecision, bad luck, or analytical error to avoid sizable losses over time. A margin of safety...

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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