Alluvial Fund 3Q20 Commentary: Long P10 Holdings Inc
Alluvial Fund commentary for the third quarter ended September 2020, dicussing the largest contributor to their portfolio, P10 Holdings Inc.Q3 2020 hedge fund letters, conferences and moreDear Partners,I am pleased to report that Alluvial Fund enjoyed a very strong quarter, rising 15.1% and outpacing all relevant benchmarks. The fund has recovered all of its 2020 losses and is now in solidly positive territory. The fund remains solidly ahead of small-cap and micro-cap domestic and global benchmarks since inception. To say I did not expect this rapid recovery is putting it mildly. The outlook w...