by Rupert Hargreaves | Jul 28, 2018 | Premium members
Dear Partner, Hazelton Capital Partners, LLC (the “Fund”) gained 6.7% from April 1, 2018 through June 30, 2018, gained 8.7% year-to-date, and has returned 147% since its inception in August 2009. By comparison, the S&P 500 gained 3.4% in the same quarter, gained 2.6%...
by Rupert Hargreaves | Jul 27, 2018 | Premium members, Uncategorized
Here is a short roundup (for premium subscribers) of some of the best ideas we've seen so far from Q2 letters of funds previously profiled in Hidden Value Stocks. This content is exclusively for paying members. Access all of our top quality content by signing up...
by Rupert Hargreaves | Jul 26, 2018 | Premium members
Dear Partners, 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...
by Rupert Hargreaves | Jul 25, 2018 | Premium members
Although the first half of the year has been challenging for the fund, we are starting to see an uptick in certain stocks that were purchased earlier in the year. As of the date of this letter, the fund is up 3.43% for the year and for the month of June, the fund was...
by Rupert Hargreaves | Jul 24, 2018 | Premium members
Fellow Partners, GrizzlyRock Institutional Value Partners, LP and GrizzlyRock Value Partners, LP (together “GrizzlyRock” or the “Fund”) increased 3.37% net of expenses during the second quarter of 2018. The long portfolio earned 10.3% gross as most investments posted...