Vilas Fund Up 34% In 1Q19; New Positions; Q1 Letter
Vilas Fund commentary for the first quarter ended March 31, 2019.
Q1 hedge fund letters, conference, scoops etc
Dear Vilas Fund Partner,
The Vilas Fund, LP, rose 34.3% in the first quarter of 2019. The biggest gains were generated in NMI Holdings, MGIC, Viacom, Citigroup and Lincoln National. The main detractor . . .
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