ITEGY - Tollymore Investment Partners Q4 2018 Commentary
Tollymore Investment Partners commentary for the fourth quarter ended December 31, 2018.
Dear partners,
In 2018 Tollymore generated returns of +4%, and an annualised performance since inception of +20%.
*Since inception on 12 May 2016, gross of adviser fees, unaudited
Over the past few years I have discussed Tollymore's investment philosophy and process in detail in investment letters, interviews, articles and presentations. I have used investment decision making examples as a mechanism for current investors and prospective allocators to understand how I make decisions, and allow them to judge the consistency of these