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Rowan Street Capital August 2022 Update

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Jacob Wolinsky
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Rowan Street Capital update for the month of August 2022.

Q2 2022 hedge fund letters, conferences and more

Dear Partners,

We typically prefer to communicate with you twice a year or sometimes quarterly, if we find there is important information that we want to share.  Given the recent market volatility and a sizable drawdown that you saw on your Q2 statements, we wanted to give you a quick update on the latest fund’s performance and, more importantly, a business update on our top portfolio holdings.

Rowan Street is up +30% since the end of Q2.  Although short term fluctuations are typically meaningless and the market can very well go down from here, it is a...

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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