Owl Creek Q3 S/L

Third Quarter

For our third quarter letter, we wanted  to try a different format that we have used in past. What follows is a deeper dive into  the ten positions that hurt us most in the quarter, a quarter during which we were down 16.5% net versus the S&P 500 down 13.9%. By way of update, in Q4 through November 30th, Owl Creek was up 3.0% estimated net versus the S&P 500 up 10.7%.

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More


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