Vilas Fund commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Dear Vilas Fund Partner, The Vilas Fund, LP rose 7.8% in the second quarter of 2019, bringing the year to date return to 44.8%. The Fund has compounded at 11.5%, net of fees, since it began nearly nine years ago (August 9, 2010). This has turned a $1 investment at inception to $2.64. Relative to other actively managed value-focused hedge funds, the fund ranks as one of the best in the industry as the average fund in our category has compounded at…
Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble
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.