Black Bear Value Fund August 2022 Update

Jacob Wolinsky

Published onSeptember 12, 2022

Black Bear Value Fund update for the month ended August 31, 2022.

Dear Partners and Friends,

Black Bear Value Fund, LP returned -2.5%, net, in August and +3.2% for 2022.
The HFRI returned -0.5% in August and -8.7% for 2022.
The S&P 500 returned -4.1% in August and is -16.2% for 2022.

Q2 2022 hedge fund letters, conferences and more

The existing portfolio remains substantially undervalued leading to increasing investment in our best ideas. While we have new ideas under considerationthe bar is high as we are near fully-invested and like what we own.

Word of mouth has been the most effective marketing engine for us. If you know of quality potential partners who are long-term minded please keep us in mind.

Please note returns...

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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 August 2022 Update

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