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Global Return Asset Management December 2019 Commentary

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Jacob Wolinsky
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Global Return Asset Management commentary for the month ended December 31, 2019.

Q4 2019 hedge fund letters, conferences and more

Global Return Asset Management December 2019

Dear Friends and Partners,

In December we generated a net return of 1.1%.1

For the full year, we generated a net return of 40.6%.1

We ended the month with 27% of assets in Cash and a Net Market Exposure of negative 40%.

Global Return Asset Management December 2019

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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