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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 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