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Willow Oak Asset Management 2Q20 Commentary: Looking For Emerging Managers To Seed

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Jacob Wolinsky
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Willow Oak Asset Management commentary for the second quarter ended July 30, 2020.

Q2 2020 hedge fund letters, conferences and more

Investors

Overview

The second quarter was one of the most consequential time periods in American history. Risks that existed in the economic and political systems revealed themselves during the quarter due to the COVID pandemic. The stock market crashed. The Federal Reserve and Treasury took the playbook from the 2008 economic crisis and rapidly upsized it. The stock market then reacted swiftly and, amazingly, certain indexes reached new all-time highs despite the economy being closed in most major metropolitan cities.

The volatility caused any given day to provide drastically different results. Investors...

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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.