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Alluvial Fund January 2020 Update: Bullish On This Small Cap Gambling Stock

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Jacob Wolinsky
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Alluvial Fund, LP commentary for the month ended January 31, 2020.

Q4 2019 hedge fund letters, conferences and more

Dear Partners and Colleagues,

Alluvial Fund, LP returned 5.1% in January, compared to 0.0% for the S&P 500 and -1.4% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 46.9% compared to 53.1% for the S&P 500 and 26.2% 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. The January tearsheet can be seen below:

Alluvial Fund

Alluvial Fund

In addition to the monthly tearsheet, we are pleased to...

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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.