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Lowell Capital Value Partners Q3 Letter

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Jacob Wolinsky
Published on
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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 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