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 This is our second market update this month. We usually write to you only twice a year. However, in times like these, we…


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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.