Alluvial Capital Management Q4 2017 Letter

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About: Otelco Inc. (OTEL), SCOO, RAMPF, Includes: ALJJ, CLWY, FSNN, MHGU, MMAC, NUVR, RHDGF, SYCRF
by: Fund Letters
Summary

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.

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