Alluvial Fund 1Q19 Letter – Our Rural Telco Complex

Jacob Wolinsky

Published onApril 22, 2019

Updated on April 22, 2019

Alluvial Fund letter to investors for the first quarter ended March 31, 2019.

Table of Contents

Q1 hedge fund letters, conference, scoops etc

Dear Partners,

What a change a quarter can make! Investors seem to have forgotten all about the fears that roiled markets as 2018 drew to a close. These first months of 2019 have seen indexes reclaim nearly all of the ground they lost in the fourth quarter of 2018. It’s astonishing that in the space of only three months, investors could value the small-cap Russell 2000 index at both 1,267 and 1,590. Surely the underlying values of the stocks that make up the index did not change by 25% in...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Alluvial Fund 1Q19 Letter – Our Rural Telco Complex

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