Alluvial Capital Management’s Q2 2021 Investor Letter

Alluvial Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. A return of 7.0% was delivered by the fund for the Q2 of 2021. Returns for the quarter, year-to-date, and since inception periods comfortably exceed all relevant benchmarks. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.