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Rowan Street Capital 3Q22 Performance Update

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Jacob Wolinsky
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Rowan Street Capital performance updated for the third quarter ended September 30, 2022.

Q3 2022 hedge fund letters, conferences and more

Dear Partners,

In Q3, the fund was down -4.4% vs. S&P 500 index being down -4.9%. You will be getting your statements from HC Global Fund Services early next week.

In our opinion, we are witnessing the results of a very poor monetary policy. We feel that the Fed has been driving while looking in the rear view mirror, and...

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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.