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Alluvial Capital Management Q3 2016 Client Letter

2016-10-20 valuewalk
Alluvial strategies recorded solid gains this quarter, though these returns were largely in line with market indexes. Year-to-date, Alluvial’s all-equity strategy continues to trail these benchmarks. I am very satisfied with the operating results that our portfolio companies have delivered this year and I am confident that the market will eventually recognize these successes.