Logos LP 4Q19 Commentary: Investing In The Age Of Intangibles

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rhargreaves@valuewalk.com
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Logos LP commentary for the fourth quarter ended December 31, 2019. “The world is ruled by letting things take their course.” – Lao-Tzu The following table represents Logos LP’s YTD return1 compared to a basket of relevant indexes. The price per unit as of December 31st, 2019 is $29.13 compared to $21.11 as of December 31st, 2018: *From March 26th, 2014 to December 31st, 2014 **As of January 10th, 2020 The fund realized a 10.43% gain in Q4 leading to a compounded annual return of 15.8% since inception (3-year CAGR is 15.31% vs. 14% for the S&P and 6.89% for…


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