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Stanphyl Capital, Foundry Value Monthly Letters

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Jacob Wolinsky
Published on
Updated on
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Now to updates on some funds we profiled.

The following is  monthly update Stanphyl Capital (the fund is killing it this year), S&C Messina, and foundry Capital latest letter to investors.

Stanphyl was profiled in our April issue, S&C Messina in June and Foundry in our inaugural edition.

Both updates are attached as PDFs

If you would like to talk to the portfolio manager about any positions feel free to contact below and as always we are happy to intro if you want.

Mark Spiegel
(917) 579-1884
mark@stanphylcap.com

Troy E. Marchand
317-402-1563
Troy@foundrycapllc.com

Foundry Value PDF
Stanphyl Capital PDF

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.