Alluvial Capital Management 4Q18 Commentary - Hedge Fund Alpha (formerly ValueWalk Premium)
Alluvial Capital Management

Alluvial Capital Management 4Q18 Commentary

Alluvial Capital Management commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc Dear Partners, It was a difficult quarter that capped off a challenging year. Markets around the world plunged, many experiencing declines not seen in a decade. Alluvial Fund was not immune, down 13.5% in the fourth quarter. While the loss hurts, Alluvial Fund did what it is meant to do. Our collection of obscure, often illiquid, under-followed holdings held up far better than small company benchmarks like the Russell 2000 Index, which produced a total return of -20.4%. For the full...

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