Lowell Capital Value Partners returned 2.7% in November, outperforming the S&P 500, which returned -0.7% for the period according to the firm's latest update sent to investors on December 20. For the year to the end of November, the fund has returned 31.8%, outperforming the S&P 500's return of 23.2%.
Q3 2021 hedge fund letters, conferences and more
The fund had 22 long positions and five short positions at the end of the month. It had a 19% cash position and a net long position of about 81%.
Lowell Capital Value Partners maintains a relatively high cash allocation in its portfolio. In its November update, the firm explains that its net...

