Alluvial Fund Q2 2018 Letter To Limited Partners

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Fund Letters
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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.

http://alluvial.capital 1833 Kleber Street, Pittsburgh, PA 15212 info@alluvialcapital.com (412) 368-2321
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Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.

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