Logos LP

Up 34% In 2017, Logos Muses Selling Is An Art; ROIC Proves Moats

Logos Capital 2017 letter to investors - some select sections - for more of their top picks check out HiddenValueStocks for the full letter and our recent interview with Logos where they pitched two of their favorite under the radar plays.

“The problem is to distinguish between being contrary to a misguided consensus and merely being stubborn.” - Robert Arnott and Robert Lovell Jr.

The following table represents Logos LP’s 2017 total unlevered net return . . .

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