Dear Partner, In the second quarter of 2025, Woodbridge Capital Partners I, LP (the “Partnership”) returned -1.33% while the S&P 500 returned 10.94% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 197.15% compared to the S&P 500’s 152.84%. Despite a rocky start to Q2, the S&P 500, which saw a …
Dear Partner, In the first quarter of 2025, Woodbridge Capital Partners I, LP (the “Partnership”) returned 4.70% while the S&P 500 returned -4.27% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 201.16% compared to the S&P 500’s 127.90%. The headlines so far this year have been dominated by the Trump …
Dear Partner, In the fourth quarter of 2024, Woodbridge Capital Partners I, LP (the “Partnership”) returned 3.94%, bringing our return for the year to 7.50% while the S&P 500 returned 2.41% and 25.02% (with dividends reinvested) for the quarter and year, respectively. Since its inception in April 2020, the Partnership has returned 187.63% compared to …
Dear Partner, In the third quarter of 2024, Woodbridge Capital Partners I, LP (the “Partnership”) returned 8.09% while the S&P 500 returned 5.89% (with dividends reinvested). Since its inception in April 2020, the Partnership has returned 176.74% compared to the S&P 500’s 132.47%. The economy, the political sphere, and the stock market, despite their interrelation, …
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 …
