Just finished my quarterly (4Q 2024) memo for clients of Vailshire Partners LP hedge fund.
Note that I am limited by the regulators as to what I can share publicly (especially regarding unaudited results/returns), so I am sharing what I can in this edited copy for you.
It's a little confusing, as many numbers are XX'd for privacy.
Hopefully you will still find it useful.
Cheers!
https://conta.cc/4eRZbTS
Thank you @Dr. Jeff !
Always look forward to your thoughts.
Your brain... Your energy... Your honesty... Your morality..
Blessed to hear you talk and read your writing
Very gracious of you, Jeff.
Great letter here! I wonder the chatter is from BarclayHedge back to some of their larger funds about Vailshire as the Top Performer haha. It might make sense just to get some in case it catches on.....
Very nice and interesting read! Helpfull! Looking forward to the next quartly update!
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