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Alluvial’s David Waters: The Common Misconceptions With Over The Counter Stocks

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his background and what let him to investing, the inspiration behind the name of Alluvial, his overall investing philosophy, and how he evaluates a company's management.

Q3 2019 hedge fund letters, conferences and more

 

Misconceptions
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All right, if you can tell me about your background, and what led you to finance and investing?

Happy to. So I sort of come up a little bit non traditionally, I guess I grew up in a really, really rural area part of Pennsylvania. Nobody I knew had an...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.