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Emerging Value Capital Management 3Q18 Letter To Investors – Buying After Markets Tank

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Jacob Wolinsky
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Emerging Value Capital Management letter to investors for the third quarter ended September 30, 2018.

Q3 hedge fund letters, conference, scoops etc

Dear Partners and Shareholders,

EVCM Fund net returns to investors are shown in the following table.

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Free-Photos / Pixabay

Emerging Value Capital Management

“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it” – Warren Buffett.

Q3- 2018 Overview:

Stock price volatility continued in Q3 as investors worried about trade wars, multiple rounds of tariff impositions, an economic slowdown in China, increasing energy prices, rising interest rates, currency crises...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.