HFA Icon

Alluvial Up 36% YTD With Gains On Zegona Communications

HFA Padded
Jacob Wolinsky
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

Dear Partners and Colleagues,

Alluvial Fund, LP returned 3.3% in November, compared to 1.0% for the Russell 2000 and 1.7% for the MSCI World Small+MicroCap. Year-to-date, Alluvial Fund, LP has returned 36.2%, compared to 13.5% for the Russell 2000 and 19.4% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 264.9% compared to 107.3% for the Russell 2000 and 115.1% 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 link:

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

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.