Logos LP 1Q19 Letter – Thoughts on Church and Dwight’s Acquisition of FLAWLESS

Logos LP letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc “All great truths begin as blasphemies.” – George Bernard Shaw The following table represents Logos LP’s YTD return compared a basket of relevant indexes. The price per unit as of April 5th, 2019 is $24.67 compared to $21.11 as of December 31st, 2018: *From March 26th, 2014 to Dec. 31st, 2014 **YTD as of April 5th, 2019 Coming off a tough 2018, the fund was able to increase its compound annual return to 14.47% while its cumulative return since inception…