Arquitos Capital Management 4Q19 Commentary

Jacob Wolinsky

Published onJanuary 28, 2020

Arquitos Capital Management commentary for the fourth quarter ended December 31, 2019.

Table of Contents

Q4 2019 hedge fund letters, conferences and more

Reality is that which, when you stop believing in it, doesn’t go away. - Philip K. Dick

Dear Partner:

Arquitos returned -14.7% net of fees in 2019, compared to 31.5% for the S&P 500. Our annualized net return since the April 10, 2012 launch is 15.9%. Please see page five for more information.
At our annual meeting this past September, I referenced Winston Churchill’s quote, “If you’re going through hell, keep going.”

We have been going through hell the last two years but, if you’ll allow me to mix metaphors, the end of the tunnel is within sight. The primary driver of...

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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

Arquitos Capital Management 4Q19 Commentary

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