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 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 Partners 1Q20 Commentary

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