Logos LP commentary for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more “The world is ruled by letting things take their course.” – Lao-Tzu The following table represents Logos LP’s YTD return1 compared to a basket of relevant indexes. The price per unit as of December 31st, 2019 is $29.13 compared to $21.11 as of December 31st, 2018: *From March 26th, 2014 to December 31st, 2014 **As of January 10th, 2020 The fund realized a 10.43% gain in Q4 leading to a compounded annual return of 15.8% since inception (3-year CAGR is 15.31%…
Logos LP 4Q19 Commentary: Investing In The Age Of Intangibles
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.