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...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article

Already a member? Log in here

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 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.

Alluvial Fund 1Q19 Letter – Our Rural Telco Complex

Login required to continue reading.

Get Your Business News