by Rupert Hargreaves | Oct 31, 2018 | Premium members
Dear Partners and Colleagues, Alluvial Fund, LP was up 0.8% for the month of September. Year-to-date, Alluvial has returned 5.2% versus 10.6% for the S&P 500 and 11.5% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 36.3% compared to 34.7% for...
by Rupert Hargreaves | Oct 29, 2018 | Premium members
We believe Landcadia (LCA), which should complete its SPAC merger with Waitr during the 1st or 2nd week of November, represents a compelling, under the radar screen, opportunity for growth investors playing the offline to online restaurant delivery trend. We see...
by Rupert Hargreaves | Oct 26, 2018 | Premium members
Dear Partner: Arquitos returned -6.6% net of fees in the second quarter of 2018, bringing the year-to-date return to -12.6%. Our annualized net return since the April 10, 2012, launch is 26.8%. Please see page four for more detailed performance information. Individual...
by Rupert Hargreaves | Oct 26, 2018 | Premium members
Dear Investor: The large and small cap indices posted another gain in the third quarter, again taking turns leading the market higher. The large cap S&P 500 index was up +7.7%, while the small cap Russell 2000 was up +3.6%, respectively. Together these results put our...
by Rupert Hargreaves | Oct 25, 2018 | Premium members
Dear Partner, Hazelton Capital Partners, LLC (the “Fund”) declined 1.6% from July 1, 2018 through September 30, 2018, gained 7.0% year-to-date, and has returned 144% since its inception in August 2009. By comparison, the S&P 500 gained 7.7% in the same quarter, gained...
