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Alluvial Fund February 2021 Performance Update

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Jacob Wolinsky
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Alluvial Fund performance update for the month ended February 2021.

[munger]

Q4 2020 hedge fund letters, conferences and more

Dear Partners and Colleagues,

Alluvial Fund, LP returned 9.1% in January, compared to 6.2% for the Russell 2000 and 5.2% for the MSCI World Small+MicroCap. Year-to-date, Alluvial has returned 8.4% versus 11.6% for the Russell 2000 and 7.6% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 94.4% compared to 71.1% for the Russell 2000 and 66.4% for the MSCI World Small+MicroCap.

Alluvial Fund

Alluvial Fund

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

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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.