S&C Messina Capital H1 – PDF can be found – HERE or in text below To My Partners, As of June 30, 2016, the partnership was up 10.24% YTD versus 3.84% YTD for the S&P 500. This represents an outperformance of +6.40% YTD. As we are outperforming the S&P 500, we are having a good year thus far. The market values of the P&C insurance carriers in our portfolio have appreciated steadily. However, we put little weight into our performance over such short time periods. What we are more pleased with is the continued, strong underlying business performances of the…
S&C Messina Capital Semi-Annual Letter – Up 10.2% YTD
Jacob Wolinsky
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.
