Alluvial Capital Management, an investment advisory firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund rose 15.5% in the quarter, bringing the year-to-date returns to 33.6%, strongly outperforming the relevant benchmark indexes. This marks the fund’s third-best quarterly result in its 9-year history. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its third-quarter 2025 investor letter, Alluvial Capital Management highlighted stocks such as Net Lease Office Properties (NYSE:NLOP)....
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