Black Bear Value Fund September 2022 Update

Jacob Wolinsky

Published onOctober 12, 2022

Black Bear Value Fund update for the month ended September 30, 2022.

Dear Partners and Friends,

Black Bear Value Fund, LP (the “Fund”) returned -2.4%, net, in September and +0.7% for 2022.
The HFRI returned -5.7% in September and -13.6% for 2022.
The S&P 500 returned -8.0% in September and is -22.9% for 2022.

Q3 2022 hedge fund letters, conferences and more

We have been finding compelling ideas both on the long and short side. Some ideas are previously owned names while others are new to the Fund. Patient investors and a long business runway continue to be part of our DNA. For the first 4 years of the Fund, patience and staying power were of limited appeal as FOMO took ahold and...

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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 September 2022 Update

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