Rowan Street Capital 4Q18 Commentary

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Jacob Wolinsky
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Updated on

Rowan Street Capital commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc “A military genius is the man who can do the average thing when everyone else around him is losing his mind.” – Dwight Eisenhower Dear Partners, What a wild ride! From the worst December since 1931 to the best January since 1987. Past two months have clearly shown why there are no market timers on the Forbes list! In 2018, our fund was down -1.2% net of fees and expenses vs. a decline of -4.4% for the S&P 500. Please check…


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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.