Alluvial Fund, LP July 2018 Factsheet

Alluvial Fund, LP factsheet for the month ended July 31, 2018.

Alluvial Fund, LP was up 1.3% in July. Year-to-date, Alluvial has returned 3.2% versus 6.5% for the S&P 500 and 9.5% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 33.8% compared to 29.7% for the S&P 500 and 25.6% for the Russell 2000.

Partnership Profile

Alluvial Fund, LP is dedicated to identifying and profiling 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.

Manager’s Commentary

Hoteles City Express reported good results and encouraging...