Lowell Capital Value Partners 4Q22 Commentary

Lowell Capital Value Partners, L.P. commentary for the fourth quarter ended December 31, 2022.

Q4 2022 hedge fund letters, conferences and more

Dear Partners, 

Lowell Capital Value Partners, L.P. (the “Partnership”) was +7.0% in November 2022 vs.  +5.6% for the S&P 500 with dividends reinvested (all returns shown are net to investors). For 2022 year-to-date, the Partnership was (6.7) % vs. (13.1) % for the S&P 500 with dividends reinvested. As of November 30, 2022, the Partnership had 20 long positions  (representing about 67% of total capital) and 8 short positions (representing 3% of...