Emerging Value Capital Management letter to investors for the third quarter ended September 30, 2019.
Q3 2019 hedge fund letters, conferences and more
Dear Partners and Shareholders,
EVCM Fund net returns to investors are shown in the following table.
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
As promised recently we are updating/cleaning the investor resource pages on a regular basis. Last week we updated the pages of: David Tepper Jim Chanos Seth Klarman John Paulson David Herro And this week, so... Read More
Elm Ridge letter to investors for the first quarter ended March 2019, titled, "Madoff Or Laid Off." Q1 hedge fund letters, conference, scoops etc Reward Without Risk: Decade at Bernie's “The risk... Read More
Blaming the foreign investor and the short-seller seems to have become China's go-to excuse for the recent uncontrollable state of affairs in the Asian economy. The latest from Albert... Read More
After a poor performance during 2015, when the value hedge fund produced a net return for investors of 0.4%, Eric DeLamarter's Half Moon Capital is having a better year this... Read More
As the rush to judgment against North Korea in the Sony Corp (ADR) (NYSE:SNE) (TYO:6758) hacking incident continues – and Sony actively promotes the movie “The Interview,” said to... Read More
I have sent the following letter to all members of the House Ways and Means Committee, the Senate Finance Committee, and the Majority and Minority Leaders of the Senate... Read More
Emerging markets will suffer accelerated debt outflows if Brazil receives a sovereign credit downgrade, says Deutsche Bank. In their weekly fund flows report, Jan Rabe and Adrian Rott of Deutsche... Read More
Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) released its earnings report for the first three months of 2013 this afternoon, Friday May 3, after the market closed. The company recorded net earnings... Read More
The Mortgage Bankers Association (MBA) has projected mortgage revenues will fall sharply in the second half of 2013, say Raymond James analysts Anthony Polini, David Long, and Michael Rose,... Read More
Goldman Sachs Group Inc (NYSE:GS) managed to beat analysts expectations on earnings in the September quarter. The firm delivered its third quarter earnings report before the market opened on... Read More
