Tollymore Investment Partners 2Q20 Letter: ESG ≠ sustainable investing

Tollymore Investment Partners letter to investors for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear partners, Tollymore generated returns of +19% in the first six months of 2020, net of all fees and expenses. Investment results since inception are shown below: Tollymore’s Raison Detre Tollymore is a partnership which manages capital on behalf of its principals and a small, special cohort of investment partners who have demonstrated the ability to think unconventionally and act countercyclically. In doing so we make decisions in the interests of long-term results. We expect most of these…