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Tollymore Investment Partners 3Q19 Commentary: Profiting from lazy journalism

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Jacob Wolinsky
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Tollymore Investment Partners commentary for the third quarter ended September 30, 2019.

Q3 2019 hedge fund letters, conferences and more

Dear partners,

Tollymore generated returns of +13% in the first nine months of 2019. Tollymore has generated cumulative returns of +85% since inception, annually compounding capital under its management at +20% pa1.

Tollymore Investment Partners

Tollymore Investment Partners

Incentives, wealth and happiness

Tollymore’s mission

Tollymore’s first investment letter to partners stated that its...

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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 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