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Alluvial Fund July 2022 Performance Update

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

Q2 2022 hedge fund letters, conferences and more

 

Screenshot 36Dear Partners and Colleagues,

Alluvial Fund, LP returned 2.9% in July, compared to 10.4% for the Russell 2000 and 8.8% for the MSCI World Small+MicroCap. Year-to-date, Alluvial Fund, LP has returned -14.1% compared to -15.4% for the Russell 2000 and -15.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 101.8% compared to 48.9% for the Russell 2000 and 50.8% for the MSCI World Small+MicroCap.

 

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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