Arnott Capital – July Performance Update

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Jacob Wolinsky
Published on

Arnott Capital commentary for the month of July ended July 31, 2022.

The fund returned negative 0.96% for the month of July 2022. Net exposure averaged 1% long, while gross averaged 154%. This brings our Calendar Year Return to positive 1.15% and since inception return to positive 23.22% p.a. net of fees.

Q2 2022 hedge fund letters, conferences and more

Since the end of 2021 we have taken a cautious view on risk assets as we saw two headwinds emerging as we entered into 2022:...

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.