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Alluvial Fund November 2020 Performance Update

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Jacob Wolinsky
Published on
Updated on
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Alluvial Fund's performance update for the month ended November 30, 2020.

Q3 2020 hedge fund letters, conferences and more

Alluvial Fund November

Dear Partners and Colleagues,

Alluvial Fund, LP returned 13.1% in November, compared to 18.4% for the Russell 2000 and 15.4% for the MSCI World Small+MicroCap. Year-to-date, Alluvial has returned 22.7% versus 10.4% for the Russell 2000 and 8.4% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 71.4% compared to 41.1% for the Russell 2000 and 44.0% for the MSCI World Small+MicroCap.

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

Alluvial Fund November

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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.