Lowell Capital Value Partners Q3 Letter

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Jacob Wolinsky
Published on

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

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...

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.