Logos LP 1Q17 Letter

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Logos LP 1Q17 Letter

Logos LP letter for the first quarter ended April 30, 2017.

On a year-to-date basis, Logos LP has provided a total return to unitholders of 13.67%, whereas the S&P 500 gained 6.74% and the S&P/TSX has gained 2.20% respectively. The fund’s total trailing twelve month return is 27.17% and annualized returns since inception are 25.10% with a cumulative return of 77.41%. As of Tuesday’s close, the fund’s units are currently valued at $22.92. At present, the fund is concentrated in 24 companies. Of note are the recent purchases of what we believe to be an undervalued Canadian hardware company and a high quality American aerospace/defense contractor.

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