Alluvial Capital Management’s Q2 2023 Investor Letter

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2023 investor letter. A copy of the same can be downloaded here. The second quarter was strong for the fund and returned 9.0% compared to 5.3% for the Russell 2000 Index and 4.8% for the Russell Microcap Index. Since inception and year-to-date, the fund remains well ahead of benchmarks. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.