Lemelson Capital Management Reports Preliminary H1 2023 Results
H1 2023 net returns of 221.51 percent net of all fees and expenses based on preliminary unaudited results.
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NOTICE AND DISCLAIMER:
This material is presented for informational and educational purposes only and does not constitute legal, tax, accounting, or investment advice, nor an offer to sell or the solicitation of an offer to purchase any interest in any private investment fund or other vehicle managed or sponsored by Lemelson Capital Management, LLC (the “Advisor”). Any such offer or solicitation may only be made to qualified prospective investors by means of delivery of the fund’s definitive Confidential Private Offering Memorandum, Limited Partnership Agreement, and Subscription Agreement (the “Offering Documents”). Interests in the funds are available exclusively to qualified investors who meet the definition of “Accredited Investors” under Regulation D and/or “Qualified Purchasers” under the Investment Company Act of 1940. Investments in private funds are speculative, illiquid, subject to substantial restrictions on transfer and redemption, and involve a high degree of risk, including the potential loss of principal.
Performance & Report Methodology: Historical reports and publications are provided for archival and informational context. Any performance data referenced herein (including preliminary unaudited results) represents net performance after the deduction of all vehicle-level expenses and reflects the reinvestment of dividends, interest, and capital gains. Past performance is not necessarily indicative of future results, and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur. Comparisons to market indices are provided for informational and context purposes only; indices are unmanaged, reflect dividend reinvestment, and do not reflect deductions for fees or expenses. Investors cannot invest directly in an index. Unaudited results are preliminary and subject to yearly audit.
For our comprehensive master regulatory statement, including activist research disclosures, position reservations, forward-looking statements, and jurisdictional restrictions, see our Legal & Regulatory Disclosures.