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Global Quality Edge Fund 2Q19 Commentary: Quarterly Accounting Red flag Watch Out For This Company

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Jacob Wolinsky
Published on
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Global Quality Edge Fund commentary for the second quarter ended June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

Dear investor,

Global Quality Edge Fund's total return during the second quarter of the year was +1.95% and -1.5% when measured from inception (1st June 2017) until today (26th July 2019).

In the last quarter, we saw how markets seem more optimistic towards the U.S. Federal Reserve's policies to defuse the risks of a recession. When the economic environment heads towards this direction, the Fed typically increases interest rates and may also choose to restrict the flow of credit. What a lot of people tend to forget is that the U.S. monetary authority had already began normalizing interest rates from December...

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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 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.