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

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 …

2016 3rd Quarter Memo for Vailshire Clients

Dear clients of Vailshire- Autumn has officially arrived here in Colorado, bringing cooler temperatures, beautiful changing leaves and studious kids in the thick of a new school year.  Our family loves to hike around the myriad trails here in Colorado Springs–with the mule deer, foxes and coyotes, under the majestic, snow-capped Pikes Peak. I hope you enjoy the Fall season …

Vailshire Clients Quarterly Memo Apr 4, 2016

Dear clients of Vailshire- The first three months of 2016 have once again felt like a rollercoaster ride. Through mid-February, fear was rampant and the equities market descended into what felt like the land of no return. Bears (pessimists) took to CNBC, newspapers and newsletters around the world and triumphantly explained why this was not just going to be 2008 …

Vailshire Published on Linked In

Our fund manager, Dr. Jeff Ross, recently published an insightful article on LinkedIn titled, “Biotechs Have Fallen! Bail out or buy the dip???” He asks the question, “Is the biotech secular bull market over? Or is this just another golden “buy the dip” moment?” To read more, please click here

Voted Best of the Springs 2015

What an honor to make it on the Colorado Springs Gazette’s “Best of the Springs 2015” for Financial Advisors in Colorado Springs. We know that many of you were the reason for this and for that we say, “Thank You!” At Vailshire, we are a different kind of company–devoted to serving our clients and improving your financial health and well-being. You …

Predicting versus Preparing for the Future

Memo to: Vailshire Clients From: Jeffrey W. Ross, MD Date: October 1, 2014 Predicting versus Preparing for the Future Predicting the direction of markets is futile. Those who are willing to place their hopes and dreams of “becoming rich” on the backs of unproven penny stocks and other speculations frequently learn the painful lesson of distinguishing investing from gambling. While …

The Market is Putting the Wrong Company in the Bargain Bin

Initially founded by Stephan A. Schwarzman in 1985 with a balance sheet of $400,000, Blackstone (NYSE: BX) has morphed into a behemoth global investment and advisory firm with total assets under management (AUM) of $279 billion as of June 30, 2014. A publicly traded firm since its 2007 IPO, Blackstone can be broken down conceptually into four investment vehicles: Private …

Vailshire: An Introduction

A physician-turned-hedge fund manager…is this a joke? Not at all. In fact, 2014 marks the culmination—and the beginning—of a long-awaited dream of mine. Vailshire Partners (VP), LP, is a new low-risk, multi-strategy hedge fund that operates on the same disciplined investment principles that I have personally employed for many years. The general partner (GP) of the fund is Vailshire Capital …

13 for ’13: First Quarter Results

If you joined with me and invested in some (or all) of my “13 for ’13” recommendations at the start of the new year, you may be interested to see how we have faired so far in 2013.  The ride has been exciting … because it’s always more fun to ride investments up than to watch them crash down!  In …