Rowan Street Capital 3Q18 Letter Up 26% YTD, What Worked And Why?

Jacob Wolinsky

Published onJanuary 11, 2019

Updated on January 11, 2019

Rowan Street Capital letter for the third quarter ended September 30, 2018.

Table of Contents

Q3 hedge fund letters, conference, scoops etc

Dear Partners,

Third quarter was uneventful (flat) in terms of market price movement for our fund’s portfolio. As of September 30, our fund was up 26% in 2018 (before fees) versus 10.6% gain for the S&P 500. In terms of portfolio positions, however, our fund has seen quite a bit of activity.

Our guiding principle #9 outlined in the Appendix of this letter, which we highly encourage all of you to read, is “Do a lot of reading and thinking and not a lot of acting.” In that we are sort...

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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 3Q18 Letter Up 26% YTD, What Worked And Why?

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