RF Capital Management LLC is the investment management company founded by Roger Fan in 2017. Roger Fan is the fund’s Chief Investment Officer. Recently, RF Capital released its Q1 2020 Investor Letter – a copy of which can be downloaded here. In its Q1 2020 Investor Letter, RF Capital reported a 27.13% decline in its quarterly returns. On the other hand, the Russell 2000 and S&P 500 indices were down 30.62% and 20.00%, respectively.
In the said letter, Roger Fan highlighted a few stocks...
