Rowan Street Capital
11Feb

Rowan Street Capital 4Q18 Commentary

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 . . .

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Author

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold

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