Alluvial Fund performance update for the month ended July 31, 2023.
Dear Partners and Colleagues,
Alluvial Fund, LP returned 5.0% in July, compared to 6.1% for the Russell 2000 and 4.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 136.8% compared to 60.7% for the Russell 2000 and 63.0% for the MSCI World Small+MicroCap.
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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. The full July tearsheet may be accessed using the following link:
Alluvial Fund, LP - July Update
If you are interested in learning more about Alluvial Fund, LP, please do not hesitate to contact Alluvial Capital Management, LLC at (412) 368-2321 or [email protected]. We welcome inquiries and would be happy to arrange a call or virtual meeting.
Regards,
Dave Waters, CFA
Alluvial Capital Management, LLC