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Alluvial Capital Investor Letter

Alluvial Capital recently published its 2017 Q3 investor letter. You can download a copy of the investor letter below. The fund reported returned 7.4% versus 4.5% for the S&P 500 Index and 5.7% for the Russell 2000 Index. Year-to-date, the investor has returned 21.0% compared to the S&P 500 Index’s 14.2% and the Russell 2000 Index’s 10.9%. Top holdings were ALJ Regional Holdings, Retail...
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