Financials Bets Boost Vilas To Up 107% Returns In 2019

Jacob Wolinsky

Published onJanuary 13, 2020

The Vilas Fund’s commentary for the fourth quarter ended December 31, 2019.

Q4 2019 hedge fund letters, conferences and more

Dear Vilas Fund Partners,

The Vilas Fund, LP had a good year in 2019, rising 106.7% vs the 31.5% return of the S&P 500 Index. Since the Fund began operations on August 9, 2010, it has compounded $1 into $3.77, which equates to an annualized rate of 15.2%, net of fees. Over the same time period, the S&P 500 has grown at 14.2% annually and has turned $1 into $3.49. While we are somewhat pleased with our showing this year, value shares have not begun the process of “reverting to the mean” when compared to their growth stock peers. With a...

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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 six 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.

Financials Bets Boost Vilas To Up 107% Returns In 2019

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