Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble
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 . . .
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