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Tollymore Investment Partners 3Q19 Commentary: Profiting from lazy journalism

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Jacob Wolinsky
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Tollymore Investment Partners commentary for the third quarter ended September 30, 2019.

Q3 2019 hedge fund letters, conferences and more

Dear partners,

Tollymore generated returns of +13% in the first nine months of 2019. Tollymore has generated cumulative returns of +85% since inception, annually compounding capital under its management at +20% pa1.

Tollymore Investment Partners

Tollymore Investment Partners

Incentives, wealth and happiness

Tollymore’s mission

Tollymore’s first investment letter to partners stated that its objectives were to (1) create value in an industry that in aggregate transfers value from investors to managers, and (2) create a flexible lifestyle in which there is no distinction between work...

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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.