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Mittleman Investment Management Q3 Letter Up 19% YTD; Finding Deep value in emerging markets (40% Of Portfolio In EM)

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Jacob Wolinsky
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Mittleman Investment Management, LLC’s composite advanced 19.1% net of fees in the third quarter of 2018, versus gains of 7.7% in the S&P 500 Total Return Index and 3.6% in the Russell 2000 Total Return Index. Longer-term results for our composite through 9/30/18 are presented below:

Q3 hedge fund letters, conference, scoops etc

Mittleman Investment Management 3Q18 Commentary

“Many shall be restored that now are fallen, And many shall fall that now are in honor.” - HORACE—ARS POETICA, c. 19 BC

That quote from Roman poet Horace in The Art of Poetry circa 19 BC is found on the first page of another timeless work, Security Analysis, by Benjamin Graham and David...

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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