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

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 …

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

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 …

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

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. …

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

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 …

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

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 …

Vailshire Partners LP Sells its Facebook Stake – $FB

Vailshire Partners LP–a long/short, healthcare- and technology-focused hedge fund based in Colorado Springs–sold its entire stake in Facebook today. Dr. Jeffrey W. Ross, the founder and managing director of Vailshire Partners LP and Vailshire Capital Management LLC, explained the reason for his removal of the world’s most popular social media site from his hedge fund’s portfolio: “Facebook has been a …

A Top-Down Approach to Investing in Healthcare – Presented by Dr. Jeffrey W. Ross at #VALUExVail 2018

The following (slightly edited) PowerPoint presentation was given by Dr. Jeffrey W. Ross at #VALUExVail on June 28, 2018. Special thanks to Vitaliy Katsenelson for allowing a “top-down,” trend-following lecture to be presented at a hard-core value investor conference! JeffRossUpdatedVALUExVail2018 The following tickers were briefly presented within the lecture: $IBB $SBIO $CELG $REGN $ILMN $AMGN $BIIB $BMY $GILD $BIB $SLP …

New Long/Short Positions in Vailshire Partners LP (Week of July 16-20) $NVS $YTRA

New LONG position(s) in Vailhsire Partners, LP last week: None. Closed LONG position(s): None. New SHORT position(s): $NVS, $YTRA. Covered SHORT position(s): None. Gross July returns (through 7/20/18): 6.8% Gross YTD returns through 7/20/18: 14.5% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO and managed by Dr. Jeffrey W. Ross. The hedge fund is …

New Positions at Vailshire Partners LP (July 9-13)

New LONG position(s) in Vailhsire Partners, LP last week: $TWLO $IDXX $TSG $SLP Closed LONG position(s): $SLX New SHORT position(s): None. Covered SHORT position(s): None. Gross July returns (through 7/13/18): 6.0% Gross YTD returns through 7/13/18: 13.6%   Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO and managed by Dr. Jeffrey W. Ross. The hedge …

2018 2nd Quarter Memo for Vailshire Capital Management LLC

Dear clients and friends of Vailshire–   Happy Independence Day week! I hope you have been enjoying the freedom that we are blessed with in this country. And for those Vailshire clients and friends who are serving or have served in the military… thank you very much! 2018 2nd Quarter Investment Highlights   World politics remain turbulent, due–in no small part–to the persistent …