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Business Owner TGV Q1 2021 factsheet – RV Capital

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Jacob Wolinsky
Published on
Updated on
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The Q1 2021 factsheet for Business Owner TGV.

Q1 2021 hedge fund letters, conferences and more

As of 31 March 2021, the NAV was €915.10, implying a gain of 4.9% since the start of the year. Since its inception in September 2008, the fund has compounded at 19.4% p.a. after fees.

TGV

TGV

TGV

Investment Philosophy

The name – Business Owner – reflects the philosophy of investing like an owner in businesses run by an engaged and rational owner with the capital of investors who think like an owner. The business owner philosophy is...

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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