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Stanphyl Capital May Letter

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Jacob Wolinsky
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Stanphyl Capital April 2016 Letter

The following is from Stanphyl Capital's latest letter to investors. The hedge fund was profiled in our April issue. Some macro, great returns (up 16.6% YTD through June and mostly due to small cap bets) and discussion of positions.

If you would like to talk to the portfolio manager about any positions feel free to contact below.
Mark Spiegel
300 E. 77th St. 18B New York, NY 10075
(917) 579-1884
[email protected] Capital letter to investors for the May - PDF can be found - HERE

Stanphyl Capital letter to investors for the month ended June 30, 2016. Friends and Fellow Investors: For June 2016 the Stanphyl Capital fund was up approximately 1.4% net of all fees and expenses. By way...

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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 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