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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.