Logos LP 1Q19 Letter – Thoughts on Church and Dwight’s Acquisition of FLAWLESS

Jacob Wolinsky

Published onApril 9, 2019

Updated on April 9, 2019

Logos LP letter to investors for the first quarter ended March 31, 2019.

Q1 hedge fund letters, conference, scoops etc

“All great truths begin as blasphemies.” – George Bernard Shaw

The following table represents Logos LP’s YTD return compared a basket of relevant indexes.

The price per unit as of April 5th, 2019 is $24.67 compared to $21.11 as of December 31st, 2018:

*From March 26th, 2014 to Dec. 31st, 2014

**YTD as of April 5th, 2019

Coming off a tough 2018, the fund was able to increase its compound annual return to 14.47% while its cumulative return since inception now stands at 97.04% as of April 5th, 2019. Currently, there are 29 names...

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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

Logos LP 1Q19 Letter – Thoughts on Church and Dwight’s Acquisition of FLAWLESS

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