JDPI Up 28% In 2014: Pitches Long PERY Equity

JDPI’s letter to limited partners for the third quarter 2014.

Dear Partner,

For the third quarter, J. Deal Partnership I, LP (JDPI) was up 9.85% net versus 1.13% for the S&P 500. Year-to-date the fund is up 27.62% net versus 8.34% for the S&P 500. Since inception in October 2011, we have earned 88.77% after all fees and expenses, or 23.60% annualized.

JDPI: Third quarter review
The third quarter outperformance was driven by . . .


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