Alluvial Fund Q2 2018 Letter To Limited Partners

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About: Syncora Holdings Ltd. (SYCRF), AINEF, HOCXF, BXC, SCOO, NUVR, ASHG, RHDGF, MMAC, MHGU, CNTE
by: Fund Letters
Summary

Includes detailed analysis of Alluvial Fund's positions in SYCRF, AINEF, HOCXF, BXC, SCOO, NUVR, ASHG, RHDGF, MMAC, MHGU, CNTE.

The quarter just ended was a lackluster period for Alluvial Fund, LP. While market indexes turned in respectable gains, Alluvial declined 0.8%.

Though certainly frustrating, this is not at all unusual for a portfolio made up of esoteric and obscure holdings.

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