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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid