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Black Bear Value Fund Interim Update: Large Credit Shorts Hedge Losses

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Jacob Wolinsky
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Black Bear Value Fund interim update for the month of March 2020, discussing their large credit shorts and the state of the markets.

Q4 2019 hedge fund letters, conferences and more

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Dear Partners and Friends –

Any and all existing LP’s or prospective LP’s please read as details will apply to you.

I wanted to provide a quick update given the current state of the world and financial markets. Health comes first and I wish for all of your families to be healthy and safe.

Black Bear Value Fund In A Great Spot

Month to date we are down ~3% thru today while the...

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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