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Alluvial Fund April 2019 Performance Update [Stat Sheet]

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Jacob Wolinsky
Published on
Updated on
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Alluvial Fund performance update for the month of April 2019.

Q1 hedge fund letters, conference, scoops etc

Dear Partners and Colleagues,

Alluvial Fund, LP was up 2.6% in April. Year-to-date, Alluvial has returned 10.6% versus 18.3% for the S&P 500 and 18.7% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 30.5% compared to 37.8% for the S&P 500 and 20.9% for the Russell 2000.

Alluvial Fund, LP is a value investing partnership with a focus on small companies and obscure securities, both domestic and international.

Manager’s Commentary

The second quarter started positively with strong earnings reports from several of Alluvial Fund's smaller positions. We await first quarter reports from the top of the portfolio.

Alluvial Fund 1

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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.