Vilas Fund Up 34% In 1Q19; New Positions; Q1 Letter – ValueWalk Premium
Vilas Fund
25Apr

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 . . .

SORRY!

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Author

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold

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