Lowell Capital Value Partners Adds 27.4%: Focuses On Small Caps

Rupert Hargreaves

Published onOctober 8, 2021

Lowell Capital Value Partners added 1% net in August, compared to a total return of 3% for the S&P 500. For the year to the end of August, the partnership returned 27.4% net compared to a total return of 21.6% for the S&P 500.

Q2 2021 hedge fund letters, conferences and more

According to a copy of the firm's September letter to investors, which ValueWalk has been able to review, the partnership had 24 long positions and three short positions at the end of August.

With 16% of the portfolio allocated to cash, the partnership had a net long position of 84% at the end of the...

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

Rupert Hargreaves

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

Lowell Capital Value Partners Adds 27.4%: Focuses On Small Caps

Login required to continue reading.

Get Your Business News