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Horos Asset Management 2Q19 Commentary

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Jacob Wolinsky
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Horos Asset Management commentary for the second quarter ended June 30, 2019.

Dear co-investor,

The end of May marked one year since the launch of Horos, a project dedicated to maximising returns for our investors in the long term. They have been twelve months of hard work and dedication on the part of the entire firm, to which the confidence and trust of our investors has served as an incentive to work everyday to the highest possible standards. The confidence of our investors demonstrates that we have a customer base that shares and understands our investment philosophy.

Horos Asset Management

In these first twelve months we have experienced enormous volatility in the markets as a...

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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.