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Alluvial Fund November 2022 Performance Update

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Jacob Wolinsky
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Alluvial Fund performance update for the month ended November 30, 2022.

Q3 2022 hedge fund letters, conferences and more

 

Alluvial November

Dear Partners and Colleagues,

Alluvial Fund, LP returned 2.3% in November, compared to 2.3% for the Russell 2000 and 6.1% for the MSCI World Small+MicroCap. Year-to-date, Alluvial Fund, LP has returned -13.2% compared to -14.9% for the Russell 2000 and -16.4% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 103.9% compared to 49.8% for the Russell 2000 and 49.7% 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. The full November tearsheet may be accessed using the following...

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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.