Arnott Capital commentary for the month of July ended July 31, 2022.
The fund returned negative 0.96% for the month of July 2022. Net exposure averaged 1% long, while gross averaged 154%. This brings our Calendar Year Return to positive 1.15% and since inception return to positive 23.22% p.a. net of fees.
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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