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

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 …