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Alluvial Fund December 2022 Performance Update

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Jacob Wolinsky
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Alluvial Fund performance update for the month ended December 31, 2022.

Q4 2022 hedge fund letters, conferences and more

Alluvial Fund 1

Dear Partners and Colleagues,

I wanted to share Alluvial Capital Management's quarterly letter to partners, which includes discussion on Alluvial Fund's holdings and strategy. Those interested may access the letter using the following link.

Alluvial Fund, LP - Fourth Quarter 2022 Letter to Partners

Alluvial Fund, LP returned -2.0% in December, compared to -6.5% for the Russell 2000 and -3.1% for the MSCI World Small+MicroCap. Year-to-date, Alluvial has returned -14.9% versus -20.4% for the Russell 2000 and -19.1% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 99.9% compared to 40.1% for...

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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.