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Arquitos Capital Management 4Q18 Commentary: Structured for Permanence

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Jacob Wolinsky
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Arquitos Capital Management commentary for the fourth quarter ended December 31, 2018.

Q3 hedge fund letters, conference, scoops etc

Arquitos Capital Management

Point of view is worth 80 IQ points. - Alan Kay

Dear Partner:

Arquitos returned -31.3% net of fees in 2018, compared to -4.4% for the S&P 500. Our annualized net return since the April 10, 2012, launch is 21.3%. Please see page 8 for more detailed performance information.

Structured for Permanence

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid