Blue Tower Asset Management 3Q22 Commentary

Jacob Wolinsky

Published onOctober 12, 2022

Blue Tower Asset Management commentary for the third quarter ended September 30, 2022.

Table of Contents

Q3 2022 hedge fund letters, conferences and more

The Blue Tower Global Value enjoyed another strong quarter of relative performance with our composite losing only -2.95% net of fees (-2.68% gross) in Q3 2022, much less of a decline than the overall market.

Please review your individual account statement to see the returns on your account as it will differ from the composite return. The sanctions on Russian investments, which prevent us from buying or selling Russian stocks, caused a dramatic increase in the internal dispersion of returns for our composites. Accounts that were opened after March 2022 will not own any Russian assets and will instead...

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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

Blue Tower Asset Management 3Q22 Commentary

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