Global Return Asset Management August 2019 Update: Up 33% YTD

Jacob Wolinsky

Published onSeptember 10, 2019

Global Return Asset Management performance update for the month of August 2019.

Q2 hedge fund letters, conference, scoops etc

Dear Friends and Partners,

In August we generated a net return of 3.3%, bringing our year-to-date net return to 33%.¹

We ended the month with 21% of assets in Cash and a net market exposure of negative 38%.

Research Data

"...we believe that the combination of negative cash flow, poor working capital management, and high debt load in a hyper competitive environment will put the company under extremely high risk." Source: Lehman Brothers report on Amazon.com, June 2000.

With major market indexes trading 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 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

Global Return Asset Management August 2019 Update: Up 33% YTD

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