Rowan Street Capital 2Q20 Commentary: Up 43% YTD: Long SPOT Thesis

Jacob Wolinsky

Published onJuly 14, 2020

Rowan Street Capital commentary for the second quarter ended June 30, 2020.

Table of Contents

Q2 2020 hedge fund letters, conferences and more

Dear Partners,

Rowan Street Capital had a very successful second quarter of 2020. The fund returned +43.2% (gross) vs. S&P 500 increase of 20.5%. Year-to-date through June 30, the fund returned +20.5% vs. S&P 500 decline of (3.1)%.

Longer term, over the past 30 months, we have outperformed the S&P 500 by approximately 40% (please refer to the graph below). Since approximately 40% of our portfolio is invested in international companies, we have included the MSCI All Country World ex-U.S. Index that tracks large- and mid-cap non-U.S. equities. As you...

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Jacob Wolinsky

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

Rowan Street Capital 2Q20 Commentary: Up 43% YTD: Long SPOT Thesis

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