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Alta Fox Returns 56% Annualized Since Inception, Doubles Down On Small Caps

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Rupert Hargreaves
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The Alta Fox Opportunities Fund produced a gross return of 3.8% and a net return of 3.5% in the fourth quarter of 2021.

Q4 2021 hedge fund letters, conferences and more

According to a copy of the fund's quarterly investor update, which ValueWalk has been able to review, the average net exposure during the quarter was 76.5%. It returned 45% net in 2021.

Since its inception in April 2018, the fund has produced a gross return of 649.5% and a net return of 434.8% compared to the S&P 500's return of 93.1%, the Russell 2000's return of 54%, and the Russell Microcap's return of 52.6%. The fund has returned 56.4% net to investors on an annual basis since inception.

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha