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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

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JRN vds 1y ago

Very nice and interesting read! Helpfull! Looking forward to the next quartly update!

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