Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble

Jacob Wolinsky

Published onJuly 23, 2019

Vilas Fund commentary for the second quarter ended June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

Dear Vilas Fund Partner,

The Vilas Fund, LP rose 7.8% in the second quarter of 2019, bringing the year to date return to 44.8%. The Fund has compounded at 11.5%, net of fees, since it began nearly nine years ago (August 9, 2010). This has turned a $1 investment at inception to $2.64. Relative to other actively managed value-focused hedge funds, the fund ranks as one of the best in the industry as the average fund in our category has compounded at 6% versus our 11.5% and turned $1 into $1.68. However, as you know, the fund’s results have lagged the S&P...

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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

Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble

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