Avenir Capital 1Q20 Commentary: Is Inflation a Thing?

Jacob Wolinsky

Published onApril 22, 2020

Avenir Capital commentary for the first quarter ended March 31, 2020.

Table of Contents

Q1 2020 hedge fund letters, conferences and more

Dear Partner:

The Avenir Global Fund (the “Fund”) declined 25.2% for the March 2020 quarter bringing the past 1-year return to -18.1% (net)1. The MSCI ACWI index (AUD) returned -9.7% for the quarter and 3% for the past year.

The last two months have been unlike anything most investors have ever seen. In mid-February, markets were at all-time highs and it was almost impossible for investors to imagine anything that could cloud the horizon. By the middle of March, we were all conducting Zoom calls from our living rooms, as we hid...

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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

Avenir Capital 1Q20 Commentary: Is Inflation a Thing?

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