Tao Value Q1 2018 Investor Letter

Apr. 20, 2018 3:36 AM ETVST, TEAM, FSHUF, YY, SOHU, CYOU, CACC, GOOG, GOOGL, DELL, VMW, WBD6 Comments
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Summary

  • For the quarter ended March 31, 2018, the fund recorded a return of -5.53%, compared to -0.54% of MSCI All Country World Index.
  • The market finally got the long-overdue volatility this quarter. It was also an eventful quarter for the fund's portfolio, with updates on individual positions.
  • Negative contributions from a few positions are reviewed as temporary disagreement of Mr. Market, but there are lessons need to be learned on others.

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Tao Value Q1 2018 Letter                                                                 April 19 , 2018
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