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Arquitos Capital Management 2Q19 Commentary: Heavy Long This Microcap

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Jacob Wolinsky
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Arquitos Capital Management commentary for the second quarter ended June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

Arquitos Capital Management

Be curious, not judgmental. - Walt Whitman

Dear Partner:

Arquitos returned -5.1% net of fees in the second quarter of 2019, bringing the year-to-date return to
0.1%. Our annualized net return since the April 10, 2012, launch is 19.7%. Before fees, Arquitos has returned 437% cumulatively and 26.1% annually since our launch seven years and three months ago. Please see page five for more detailed performance information.

We will be holding our annual meeting in New York City on Tuesday, September 17. Current investors will be receiving invitations with additional details shortly....

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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