A private investment partnership, Tollymore Investment Partners, managed by its founder, Mark Walker, recently released its Q2 2019 Investor Letter, a copy of which you can download below. Prior to founding Tollymore Investment Partners, a value-focused hedge fund, Mark Walker sharpened his investment skills at Goldman Sachs, Redburn Partners, and Seven Pillars Capital Management. He holds a First Class MA Honours degree in Economics from Edinburgh University. At the beginning of the letter,...
