- Alluvial Fund follows the same successful investment strategies used by Alluvial in managing separate accounts, focusing on value opportunities in small companies and thinly-traded issues, both domestically and internationally.
- For the first quarter of 2022, Alluvial Fund fell 7.3%, slightly better than relevant benchmarks.
- Attractive special situations will develop while investors are obsessing over the latest CPI print or jobs report.
- Declining markets and increasedinvestor anxiety have created some promising scenarios,particularly in Europe.
- I have also begun building positionsin a few US special situations that offer excellentreturn potential with limited risk.
For further details see:
Alluvial Capital Management Q1 2022 Letter To Partners