Logos LP commentary for the first quarter ended March 31, 2020. “Nature does not hurry, yet everything is accomplished.” – Lao Tzu The following table represents Logos LP’s YTD return1 compared to a basket of relevant indexes. The price per unit as of April 17th, 2020 is $28.67 compared to $29.12 as of December 31st, 2019: It is no secret that markets rolled over this past quarter from the COVID-19 shutdown creating what looks to be the deepest recession since 2008-09. Over 17 million North Americans are now unemployed (a 35 sigma event) and businesses of all sizes have grinded…
Logos LP 1Q20 Commentary: Down 1.6% Vs TSX Of -13.7% Return
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.