alluvialcapitalmanagement
Alluvial Fund commentary for the second quarter ended June 30, 2021, discussing their new investment in Copper Property CTL Pass Through Trust (OTCMKTS:CPPTL). Dear Partners, Alluvial Fund declined 9.9% in the second quarter and is down 16.5% year-to-date. By contrast, the Russell Microcap Index lost 19.0% this quarter and has fallen 25.1% in 2022. It’s ugly out there. At the halfway point of the year, global stock markets have recorded one of their worst performances in modern market history. Fortunately for us and in keeping with the historical pattern, Alluvial Fund has managed to avoid a p...
ValueWalk
Alluvial Capital Management commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Dear Partners, Alluvial Fund, LP continues to enjoy a good year, returning 7.0% in the second quarter. Returns for the quarter, year-to-date, and since inception periods comfortably exceed all relevant benchmarks. Since the quarter’s end, markets have re-discovered the concept of risk, with indexes declining high single digit percentages before staging a partial recovery. Turns out, the economy is complex and a rapid return to pre-pandemic conditions is not guaran...
ValueWalk
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