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Asia Frontier Capital (AFC) – December 2022 Newsletter

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Jacob Wolinsky
Published on
Ashva
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Asia Frontier Capital (AFC) newsletter for the month of December 2022.

“Don’t stand by the water and long for fish,
go home and weave a net”

- Chinese Proverb

Q4 2022 hedge fund letters, conferences and more

AFC Funds Performance Summary

NAV1 Performance3
(USD) December
2022
Year to Date Since
Inception
AFC Asia Frontier Fund USD A 1,221.92 +0.3% -22.7% +22.2%
MSCI Frontier Markets Asia Net Total Return USD Index2 -4.0% -42.3%

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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.