Vilas Fund Up 34% In 1Q19; New Positions; Q1 Letter

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Jacob Wolinsky
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Vilas Fund

Vilas Fund commentary for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc Dear Vilas Fund Partner, The Vilas Fund, LP, rose 34.3% in the first quarter of 2019. The biggest gains were generated in NMI Holdings, MGIC, Viacom, Citigroup and Lincoln National. The main detractor of performance in the quarter was CVS. In general, we are finding better investment opportunities today than at virtually any time since I started in the business twenty-six years ago, especially relative to current earnings, interest rates on bonds, real estate cap rates, and private company equity prices. Our…

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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.