Black Bear Value Partners 1Q20 Commentary

Jacob Wolinsky

Published onApril 1, 2020

Updated on April 1, 2020

Black Bear Value Partners LP commentary for the first quarter ended March 31, 2020.

Table of Contents

Q4 2019 hedge fund letters, conferences and more

"You must put your head into the lion’s mouth if the performance is to be a success." - Winston Churchill

To My Partners and Friends:

Black Bear Value Fund, LP (the “Fund”) returned ~ -3.8% net in March and ~ -18.8% YTD.
The S&P 500 returned -12.4% in March and -19.6% YTD.
100% of our 1st Half 2020 net management fees will be donated to COVID-relief efforts.
We do not seek to mimic the returns of the S&P 500 and there will...

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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 Partners 1Q20 Commentary

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