Vltava Fund 1Q20 commentary: Virus-infected markets

Jacob Wolinsky

Published onApril 6, 2020

Vltava Fund commentary for the first quarter ended March 31, 2020, titled, 'Virus-infected markets'.

Table of Contents

Q4 2019 hedge fund letters, conferences and more

I wrote the original version of this letter to shareholders in mid-February, and its topic was risk. I had been carrying this rather general theme around in my head for some time and decided to use it because nothing really very interesting was happening in the markets. It is difficult to believe today, but none of the main issues that the stock markets are facing today were even on the table back then. Bank of America’s regular Global Fund Manager Survey showed at that time that the main source of risk to investors was the November presidential...

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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

Vltava Fund 1Q20 commentary: Virus-infected markets

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