Livermore Partners Mid-Year 2020 Commentary: Long AEX Gold

17Aug2020August 17, 2020

Livermore Partners Mid-Year 2020 Commentary: Long AEX Gold

Livermore Partners commentary for the first half ended July 31, 2020

COVID-19 takes center stage and deals crushing economic pain. Livermore remains well-positioned to prosper on growing USD de-basement fears and strong gold prices.

Q2 2020 hedge fund letters, conferences and more

To Partners:

2020 started off on negative footing for the fund given our tremendous outperformance in 2019. We knew coming into the year it would be a challenge to crush . . .

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Author

Jacob Wolinsky

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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