Rowan Street Capital 2Q19 Commentary: Chipotle Case Study

Jacob Wolinsky

Published onSeptember 18, 2019

Updated on September 18, 2019

Rowan Street Capital commentary for the second quarter edned June 30, 2019.

Table of Contents

Q2 hedge fund letters, conference, scoops etc

Dear Partners,

Our 2019 second quarter performance was +5.9% (gross) compared with S&P 500 total return of +4.3%. Year-to-date performance through June 30 was +26.4% (gross) compared with +18.5% for the S&P 500. For the past 18 months ending June 30, 2019, our fund has returned +31.9% (gross) compared with S&P 500 total return of +13.3%. It’s been a very volatile, but a very productive 18 months period for Rowan Street, where we stuck to our convictions and kept our emotions in...

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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

Rowan Street Capital 2Q19 Commentary: Chipotle Case Study

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