Dear Partner, In the second quarter of 2024, Woodbridge Capital Partners I, LP (the “Partnership”) returned -4.29% while the S&P 500 returned 4.28% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 156.02% compared to the S&P 500’s 119.55%. The companies we are invested in made solid progress in the second …
Dear Partner, In the first quarter of 2024, Woodbridge Capital Partners I, LP (the “Partnership”) returned -0.03% while the S&P 500 returned 10.56% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 167.5% compared to the S&P 500’s 116.7%. The US economy showed signs of slowing this quarter but appears to …
Dear Partner, In the fourth quarter of 2023, Woodbridge Capital Partners I, LP (the “Partnership”) returned 19.22%, bringing its total return for 2023 to 30.81% while the S&P 500 returned 11.69% and 26.29% for the quarter and year, respectively (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 167.6% compared to …
Dear Partner, In the third quarter of 2023, Woodbridge Capital Partners I, LP (the “Partnership”) returned 2.28% while the S&P 500 returned -3.27% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 124.4% compared to the S&P 500’s 70.2%.1 This quarter, the S&P 500 marked its first decline in the past …
Dear Partner, In the second quarter of 2023, Woodbridge Capital Partners I, LP (the “Partnership”) returned 0.56% while the S&P 500 returned 10.32% (with dividends reinvested)1. Since its inception in April 2020, the Partnership has returned 119.5% compared to the S&P 500’s 76.0%. When Kyosuke and I were still at Columbia (and while the longest …
Dear Partner, In the first quarter of 2023, Woodbridge Capital Partners I, LP (the “Partnership”) returned 6.69% while the S&P 500 returned 7.50% (with dividends reinvested)1. Since its inception in April 2020, the Partnership has returned 118.2% compared to the S&P 500’s 61.8%. In the first quarter of 2023, the inflation saga, which began with …
Dear Partner, In the fourth quarter of 2022, Woodbridge Capital Partners I, LP (the “Partnership”) returned 3.83%, bringing its total return for 2022 to -30.82% while the S&P 500 returned 7.56% and -18.11% for the quarter and year, respectively (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 104.6% compared to …
Dear Partner, In the third quarter of 2022, Woodbridge Capital Partners I, LP (the “Partnership”) returned -9.52% while the S&P 500 returned -4.88% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 97.0% compared to the S&P 500’s 40.0%.1 The beginning of this year marked a sharp shift in market sentiment …
Dear Partner, In the second quarter of 2022, Woodbridge Capital Partners I, LP (the “Partnership”) returned -18.37% while the S&P 500 returned -16.10% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 117.7% compared to the S&P 500’s 47.1%.1 The U.S. stock market entered a bear market this quarter, which is …
Dear Partner, In the first quarter of 2022, Woodbridge Capital Partners (the “Partnership”) returned -9.79% while the S&P 500 returned -4.60% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 166.7% compared to the S&P 500’s 75.4%.1 Early in the quarter, we made one minor change to the composition of our …
