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Rowan Street 1Q20 commentary & Covid-19 sell-off: What Would You Do If The Stock Market Shut Down For The Next 5 Years?

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Jacob Wolinsky
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Rowan Street Capital commentary for the first quarter ended March 31, 2020, discussing the COVID-19 sell-off..

Dear Partners,

The table below shows performance figures for the first quarter of 2020 and the cumulative performance (gross) since the beginning of 2018. Please note that Rowan Street Q1 2020 performance figures are preliminary (to be finalized on April 15th), but should give you a good estimate of how the fund performed.

Q4 2019 hedge fund letters, conferences and more

Rowan Street Capital

This is our second market update this month. We usually write to you only twice a year. However, in times like these, we believe that communication is of utmost importance, and it's much...

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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.