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Global Return May 2019 Update: Market’s Volatility

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Jacob Wolinsky
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Global Return Asset Management update for the month of May 2019, discussing navigation through the market's volatility.

Q1 hedge fund letters, conference, scoops etc

Volatility
Mediamodifier / Pixabay

Q1 hedge fund letters, conference, scoops etc

Dear Friends and Partners,

Earlier this week when we sent our April results we promised to send a more expansive discussion on how we're navigating the market's volatility.

The S&P 500 and the Dow are nearing their worst May performance in nearly 50 years. Conversely, Global Return's performance month-to-date reflects a portfolio that's well-positioned to weather this volatility. Below is an explanation of how we've accomplished this.

How do you...

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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.