Willow Creek Capital Partners, L.P. Management A Look at Q3 2022 Developments

Willow Creek Capital Management, (AKA Willow Creek Capital Partners, L.P.) saw a significant change in its holdings in Q3 2022. The fund increased its holdings in several ETFs and decreased its holdings in others, indicating a shift in its investment strategy.

The largest increase in holdings was seen in the American Century ETF TR Avantis Responsi fund, which saw a growth of 302%. This was followed by the American Century ETF TR Avantis Respons U fund, which saw an increase of 228%. On the other hand, the fund decreased its holdings in Apple Inc by 61%, indicating a move away from technology stocks.

The fund also increased its holdings in several bond ETFs, such as the Vanguard Municipal Bond Funds Tax Exempt Bond, which saw a growth of 71%. The Dimensional ETF Trust International Core Equity MK fund also saw a growth of 134%. This indicates a shift towards more conservative investments, as bonds are considered to be less risky compared to stocks.

The fund also increased its holdings in the Tesla Inc stock, which saw a growth of 206%. This shows a willingness to take on more risk, as individual stocks are considered to be riskier compared to ETFs or bonds.

On the other hand, the fund decreased its holdings in several bond ETFs, such as the Vanguard Bond Index Funds Short-Term Bond and the Schwab Strategic TR US TIPS ETF. This suggests a decrease in the fund's allocation to bonds, possibly in favor of other investments.

Overall, the changes in the holdings of Willow Creek Fund in Q3 2022 indicate a shift towards a more conservative investment strategy, with a focus on bonds and a decrease in exposure to technology stocks. The fund's increase in holdings in the Tesla Inc stock shows a willingness to take on more risk, but overall, the changes suggest a focus on stability and security in its investments.