Lowell Capital Value Partners Q3 Letter

Jacob Wolinsky

Published onOctober 4, 2023

Lowell Capital Value Partners commentary for the third quarter ended September 30, 2023.

Table of Contents

Dear Partners,

Lowell Capital Value Partners, L.P. (the “Partnership”) was +3.4% in August 2023 vs. (1.6) % for the S&P 500 with dividends reinvested (all returns shown are net to investors). For 2023 year-to-date, the Partnership was +20.5% vs. +18.7% for the S&P 500 with dividends reinvested. As of August 31, 2023, the Partnership had 23 long positions (representing about 70% of total capital) and 9 short positions (representing 3% of total capital). The Partnership had no leverage and a 33% cash position giving our portfolio a net long position of about 67%.

Maverick Capital — lucadp...

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

Jacob Wolinsky

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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Lowell Capital Value Partners Q3 Letter

Login required to continue reading.

Get Your Business News