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Tollymore Investment Partners May 2019 Letter- The six deadly sins of institutional money management

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Jacob Wolinsky
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Tollymore Investment Partners letter to investors for the month of May 2019.

Q1 hedge fund letters, conference, scoops etc

Dear partners,

Three-year investment results

The investment portfolio managed according to Tollymore’s investment philosophy was three years old on 10 May 2019. Over that period the portfolio generated cumulative returns of +76%, and annualised returns since inception of +21% per year. The cumulative outperformance of the Tollymore strategy vs. its benchmark over the three years was 24%1.

Tollymore Investment Partners

Tollymore Investment Partners

The six deadly sins of institutional money management

My professional experience has provided a broad overview of the institutional investment management industry. Tollymore benefits from...

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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.