Dear Partners,

Alluvial Fund, LP was up modestly in the first quarter, returning 2.7%. The S&P 500 was down slightly, while the Russell 2000 treaded water. The small change in each market index’s ending value belies the volatility that markets experienced this quarter. I am pleased to say that even during the worst of the correction, Alluvial Fund’s holdings held up very well. At the lowest point, Alluvial Fund had declined roughly 2.5% from its year-end value, compared to nearly 10% for large cap and small cap indexes. This may not always be the case, but recently our focus on obscure and ignored securities and special situations has served us well.

The full letter is available for subscribers below:

This content is exclusively for paying members. Access all of our top quality content by signing up below.

If you are subscribed and are having an account error, please clear cache and then cookies if that does not work email support@hiddenvaluestocks.com and we will get back to you as quick as humanly possible.

Register New Account

Choose your membership level

Choose Your Payment Method


Are you a smart person?

Congrats you are targeted for a special offer for being a loyal and sophisticated reader.

Our 60+ picks since we have started the publication have returned an impressive 27.9% annualized  – that is not a backtest and those gains could have been yours! 

Want more ideas?

We have an exclusive 35% off coupon (our most ever) – 3.5 months free off our yearly membership.

Use code VIP19 at checkout or click on the button.

Limited time offer only expires 9/30/2019 or next 20 subscribers whichever comes first – please do not share this discount with others

*Return is calculated using every stock profiled on our site from time of publication and using a profit target of 100% and a trailing stop loss of 25%. Past results are not an indicator of future returns