RF Capital Management Q3 2019 Letter

Dec. 02, 2019 6:10 AM ETFL, EAF, AIMFF, ZAGG, STLA, JYNT, GME, GTX, AIM:CA
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Summary

  • RF Capital Management LLC was founded by Mr. Roger Fan in 2017. We adhere to the value investment principles of Benjamin Graham, Warren Buffett, and Charlie Munger.
  • Although we were down in Q3, the stock prices of our investments typically decline first before they go up due to our contrarian and distressed investment strategy.
  • We believe the firm will generate outsized returns over full market cycles.

RF Capital Management LLC
17

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