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Includes detailed analysis of Alluvial Capital's positions in OTEL, SCOO, RAMPF.
In its initial year of operations, Alluvial Fund returned 29.6% net of fees and operating expenses.
I don’t pay much mind to the movement of the broad market, but it does appear that at current levels, shares of many companies are pricing in a scenario where a Goldilocks economy allows for uninterrupted growth in corporate profits.