Wolf Hill Capital Q4 Investor Letter

Wolf Hill Capital reported net returns of 1.06% in the fourth quarter, compared to total returns of 6.64% for the S&P 500 over the same period. Since its launch in March 2017, the fund has posted net returns of 21.03%, compared to total returns for the S&P 500 of 14.93% over the same time frame.

“We continue to find highly asymmetric investment opportunities by sifting through often overlooked companies whose businesses have little or nothing to do with Artificial Intelligence, Block Chain, Cryptocurrency, or other buzzwords du jour,” Wolf Hill said in its Q4 investor letter – a copy of which can be downloaded below.

Wolf Hill’s performance during the quarter was driven by gains in many of its positions including Constellium, Aimia, Tesla (short), Sanderson Farms (short), Express, Kraton, and Quorum Health.

You can download a copy of Wolf Hill’s Q4 investor letter here.