by Rupert Hargreaves | May 15, 2017 | Premium members
This is part five of a ten-part series on small-cap investing. Throughout this series, I’m looking at both the benefits, and drawbacks of investing in small caps, considering all of the evidence available to us today for both sides of the debate. When completed we are...
by admin | May 10, 2017 | Premium members
This is part four of a ten-part series on small-cap returns. Throughout this series, I’m looking at both the benefits, and drawbacks of investing in small caps, considering all of the evidence available to us today for both sides of the debate. When completed we are...
by admin | May 7, 2017 | Premium members
Dear Alluvial Clients, I am pleased to report strong results for Alluvial’s strategies this quarter. Alluvial has now completed three full years of formal operations, a milestone I was not sure would be reached when I began in 2014! Since its March 31, 2014 date of...
by admin | May 5, 2017 | Premium members
April letter from Stanphyl Capital. The hedge fund was profiled in our second edition and returned 31% in 2016. Check out the post and especially the end of the PDF for more on their small cap stocks. For April 2017 the fund was down approximately 4.4% net of all...