Alluvial Fund, LP August 2018 Commentary

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Alluvial Fund, LP August 2018 Commentary

Alluvial Fund LP commentary for the month of August 31, 2018.

Alluvial Fund LP was up 1.1% in August. Year-to-date, Alluvial has returned 4.4% versus 9.9% for the S&P 500 and 14.2% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 35.3% compared to 33.9% for the S&P 500 and 31.0% for the Russell 2000.

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Alluvial Fund LP is a value investing partnership with a focus on small companies and obscure securities, both domestic and international.

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Partnership Profile

Alluvial Fund LP is dedicated to identifying and profiting from deeply mis-priced securities in the US and abroad. Alluvial Fund focuses on small firms, thinly-traded issues and special situations, seeking to identify value that the market has yet to notice. The partnership's goal is to compound its partners' capital at superior rates over the long term.

Alluvial Fund, LP August 2018 Commentary 1

Manager's Commentary

Investors took notice of positive quarterly results at Otelco, Contura Energy, and Syncora Holdings, bidding up all three. Meanwhile, nervousness concerning election results in Sweden caused our Swedish holdings to decline.

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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver

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