Arquitos Capital Management 1Q20 Commentary “Survival mode is the right mode to be in right now”

Jacob Wolinsky

Published onApril 21, 2020

Arquitos Capital Management commentary for the first quarter ended March 31, 2020.

Q1 2020 hedge fund letters, conferences and more

I approach investing like I’m buying the business outright and retaining management. This mindset ties valuation to understanding and forces me to think through qualitative factors and potential threats to long-term earnings power. - Allan Mecham

Dear Partner:

Arquitos returned -19.0% net of fees in the first quarter of 2020. Please see page six for more detailed performance information.

Now is a time to be extremely selective and thoughtful about what to invest in. It is a time for caution. There are opportunities in individual companies and some sectors which we...

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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 1Q20 Commentary “Survival mode is the right mode to be in right now”

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