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Monthly Archives: April 2023
Shelter Island Total Return Fund Letter to Investors Q1 2023
April 18, 2023 The Shelter Island Total Return Fund II returned -1.7% for the quarter ending March 31 2023. Our long short equities portfolio returned 5.3% with flat net exposure, while our hedges book gave back part of last year’s … Continue reading
Posted in Monthly Letters
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See no Evil, Speak no Evil, Hear no Evil
One of the most important milestones of reaching adulthood is the realization that there are allegedly reputable experts who will support any point of view, occasionally free of charge. Many people believe that the importance of critical thinking skills has … Continue reading
Posted in Reports from the Field
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