Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of Sept. 24-28) – $EQX $KORS $FTR $LOXO $ADI $EKTAY $AVEO $TRUP $PEI

Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of Sept. 24-28) – $EQX $KORS $FTR $LOXO $ADI $EKTAY $AVEO $TRUP $PEI

2 months ago

Highlights: Our general investment themes of staying long US equities–including healthcare and technology stocks–short China, short emerging markets, and short obsolete companies, continue to treat us well at Vailshire Partners LP Hedge Fund. I had anticipated an announcement of a new trade agreement between the US and Canada by Friday, September 28th, which would have produced a nice end-of-the-month bounce in our equity positions. However, the announcement did not arrive until 10pm (EST) on September 30th. Although my timing was off by two days, I am still happy to receive any good news on trade talks between the US and its allies. Such announcements should continue to trickle-in leading up to the early November elections, hopefully including Japan and the European Union (EU). Our gross year-to-date performance of 19.0% continues to outperform the S&P 500, the comparison benchmark of Vailshire Partners LP. How About Our Hedges? This is an important

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Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of Sept. 17-21) – $CNTE $MKTX $MKC $NKE $CW $CYH $AYX $RLGT

2 months ago

Highlights: The Dow Jones Industrial Average and S&P 500 performed well relative to the technology-heavy NASDAQ last week. Much of the optimism in the former markets was related to hopes of resolving the US-China trade spat. At Vailshire, we are less optimistic of a quick and painless agreement with China and remain generally short Chinese equities, as well as emerging and frontier markets. Pessimism aside, I am hopeful that we will see a NAFTA compromise with Canada by the end of this week, which may propel the equities markets in the US to new highs. In Vailshire Partners LP we remain cautiously long many US equities, but are maintaining our shorts and are keeping a watchful eye on our trailing stop losses to preserve our market-beating gains to date. Our gross year-to-date performance of 16.8% continues to outperform the S&P 500, the comparison benchmark of Vailshire Partners LP. How About

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Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of Sept. 10-14) – $GSM $ROKU $SSTI $ASNA $AGO $Y

2 months ago

Highlights: After large gains for Vailshire Partners LP hedge fund in August, September has seen renewed tough tariff-talk and Twitter-Induced Volatility (TIV) into the worldwide markets. Our fund remains cautiously long, but in added protection mode to preserve our hard-won gains. The role of central banks and political maneuvering in the markets are unprecedented. I feel, however, that this is the new norm… at least for the foreseeable future. It behooves to continue acting with equal measures of boldness and caution. Our gross year-to-date performance of 19.3% continues to easily outperform the S&P 500, the comparison index of Vailshire Partners LP. How About Our Hedges? This is an important safety measure for any equities-based, long-short hedge fund, such as Vailshire Partners LP. As of September 17th, the top five open short positions in our fund are: 5. $FM (Frontier Markets ETF), up 8.6%. 4. $BUD (Anheuser-Busch InBev), up 12.1%. 3. $YTRA

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Portfolio Changes to Vailshire Partners Hedge Fund (Week of Sept. 3-7) – $TTWO $RETL $QCOM $MTN $MJ $MASI $IRBT

3 months ago

Highlights: August offered Vailshire Partners LP hedge fund investors exceptionally pleasing results, with monthly returns (net of all fees) of 8.1%. Year-to-date net returns through August 31, 2018 are 14.7%, easily topping our S&P 500 benchmark. The #FAANGs are generally holding up well, and we continue to benefit from our long positions in each of these technology powerhouse companies, save one: Facebook ($FB). We have been sitting on the sidelines as Facebook continues to struggle with politicians and declining user participation. As usual, we will continue to closely monitor all of our “high-flying,” richly-valued technology stocks (like we always do) and act accordingly. The US bull market still appears to have room to run, so Vailshire Partners LP remains overweight US equities. Elsewhere, the currencies and equities of emerging markets are extremely bearish, as reflected in our profitable short positions. How About Our Hedges? This is an important safety measure for

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Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of August 27-31) – $GPN $EA $CTRP $EEM

3 months ago

Highlights: Technology and US-based small cap stocks continue to perform well. Emerging market equities are increasingly volatile and have performed poorly. Our short positions in such companies and funds are performing admirably within Vailshire Partners LP Hedge Fund. Turnover last week was relatively low, with only four position changes in our diversified portfolio. Overall, the fund continues to handily outperform the S&P 500 in 2018… with August 2018 being no exception. New LONG position(s) in Vailshire Partners LP last week: $GPN Closed LONG position(s): $EA New SHORT position(s): $CTRP $EEM Covered SHORT position(s): None. ——– Gross August returns (through 8/31/18): 10.2% Gross YTD returns (through 8/31/18): 18.9% ———- Vailshire Partners, LP is an innovative, long-short, healthcare and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. The hedge fund is currently accepting new investments of $1 million or more from approved accredited investors. Please direct inquiries to Dr.

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Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of August 20-24) – $CRM $ESPR $TIVO $FTR $ELY $XPP $F

3 months ago

Highlights: Innovative technology and healthcare companies led the charge last week. Moderate position turnover occurred in Vailshire Partners, LP during the week of August 20-24. The fund continues to handily outperform the S&P 500 in 2018. New LONG position(s) in Vailshire Partners, LP last week: $CRM $ESPR long-dated calls $ELY Closed LONG position(s): None. New SHORT position(s):   $TIVO $FTR $XPP $F Covered SHORT position(s):   None. Gross August returns (through 8/24/18): 7.7% Gross YTD returns (through 8/24/18): 16.2% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. The hedge fund is currently accepting new investments of $1 million or more from approved accredited investors. Please direct inquiries to Dr. Jeffrey W. Ross at: jross@vailshire.com or (719) 330-1640. #investments #hedgefund #performance #healthcare #technology #Vailshire Thanks for your interest in Vailshire! If you are ready to learn more

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New Positions in Vailshire Partners LP Hedge Fund (Week of August 13-17) –

3 months ago

It was an exceptionally busy week of trading last week at Vailshire. Our fund remains well-positioned for a strong future performance… whatever comes our way. New LONG position(s) in Vailhsire Partners, LP last week: $ADSK $BP $CDMO $CGC $MKL $TEVA $TEAM $GSM $CBRL Closed LONG position(s): $BKNG $BIDU $NPSNY $SAND $TSG New SHORT position(s):   None. Covered SHORT position(s): $BMY $ED Gross August returns (through 8/17/18): 3.1% Gross YTD returns (through 8/17/18): 11.2% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. The hedge fund is currently accepting new investments of $1 million or more from approved accredited investors. Please direct inquiries to Dr. Jeffrey W. Ross at: jross@vailshire.com or (719) 330-1640. #investments #hedgefund #performance #healthcare #technology #Vailshire Thanks for your interest in Vailshire! If you are ready to learn more about our services, simply provide your

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New Positions in Vailshire Partners LP Hedge Fund (Week of August 6-10) – $TMUS $PRLB $MCFT $ASNA $VSI $RNG

3 months ago

New LONG position(s) in Vailhsire Partners, LP last week: $TMUS $PRLB $MCFT $ASNA $VSI $RNG Closed LONG position(s): $JD New SHORT position(s): $DGP $MIDD Covered SHORT position(s): $DISH $COKE Gross August returns (through 8/10/18): 3.8% Gross YTD returns (through 8/10/18): 12.0% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. The hedge fund is currently accepting new investments of $1 million or more from approved accredited investors. Please direct inquiries to Dr. Jeffrey W. Ross at: jross@vailshire.com or (719) 330-1640. #investments #hedgefund #performance #healthcare #technology #Vailshire Thanks for your interest in Vailshire! If you are ready to learn more about our services, simply provide your email below and we will be in touch right away. Fill out my online form. If you are ready to initiate an account with Vailshire, please click below to get started:

New Positions in Vailshire Partners LP Hedge Fund (Week of July 30-Aug. 3)

4 months ago

New LONG position(s) in Vailhsire Partners, LP last week: $UNH $TREX $SFIX $BDX Closed LONG position(s): $IPGP $IQ New SHORT position(s): $COK $FM Covered SHORT position(s): $XLP $BXP $CELG Net July 2018 returns (through 7/31/18): 0.5% Net YTD returns (through 7/31/18): 6.2% ———- Check out Jeff’s recently published investment advisory article on Seeking Alpha, entitled: The Pullback is Overdone. Abiomed is Now a Strong Buy – $ABMD ——– Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. **The hedge fund is currently accepting new investments of $1 million or more from approved accredited investors.** Please direct inquiries to Dr. Jeffrey W. Ross at: jross@vailshire.com or (719) 330-1640. #investments #hedgefund #performance #healthcare #technology #Vailshire Thanks for your interest in Vailshire! If you are ready to learn more about our services, simply provide your email below and we will be in touch

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New Positions in Vailshire Partners LP Hedge Fund (Week of July 23-27) – $BIIB $SPLK $TTD

4 months ago

New LONG position(s) in Vailhsire Partners, LP last week: $BIIB $SPLK $TTD Closed LONG position(s): $FB New SHORT position(s): $BMY $CHIX Covered SHORT position(s): $XLV Gross July returns (through 7/27/18): 3.6% Gross YTD returns through 7/27/18: 11.0% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. The hedge fund is currently accepting new investments of $1 million or more from approved accredited investors. Please direct inquiries to Dr. Jeffrey W. Ross at: jross@vailshire.com or (719) 330-1640. #investments #hedgefund #performance #healthcare #technology #Vailshire Thanks for your interest in Vailshire! If you are ready to learn more about our services, simply provide your email below and we will be in touch right away. Fill out my online form. If you are ready to initiate an account with Vailshire, please click below to get started: