Black Bear Value Fund October 2022 Update

Jacob Wolinsky

Published onNovember 9, 2022

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

Q3 2022 hedge fund letters, conferences and more

Dear Partners and Friends,

Black Bear Value Fund (the “Fund”) returned +9.5%, net, in October and +10.3% for 2022.
The HFRI returned +4.3% in October and -9.5% for 2022.
The S&P 500 returned +8.1% in October and is -17.7% for 2022.

While our partnership has outperformed throughout 2021 and 2022 we remain focused on looking forward. We are zeroed in on the fundamental prospects of our businesses and look to take advantage of the stock markets' mood swings. We have the luxury of needing only a few strong opinions on select businesses versus an overarching...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.

Black Bear Value Fund October 2022 Update

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