Vilas Capital 2Q19 Performance Update - Hedge Fund Alpha (formerly ValueWalk Premium)

Vilas Capital 2Q19 Performance Update

Vilas Capital performance updated for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay The Fund rose 7.8% in the second quarter of 2019, bringing the year to date return to 44.8%. As of today, it is up another 5% +/-, bringing the year to date return to roughly 52%. The full letter should be out in the next few days. Thought this report from JP Morgan today was interesting. For reference, our stocks are now trading at roughly 8 times 2020 estimated earnings (net income) per share. JPMorgan’s Kolanovic Sees Once-in-Decade...

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