Alluvial Capital: “P10 (PX)’s Future is as Bright as Ever”

Alluvial Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. For the first quarter of 2022, Alluvial Fund fell 7.3%, slightly better than relevant benchmarks. Coming off an excellent year, the market’s mood has taken a turn for the dour. The wind has come out of tech stocks, US consumers are feeling the pinch of inflation despite excellent employment trends, interest rates are on the rise, and...