Brief Updates: Client Letter, Conference, and More
Just a brief news post today. First, have a look at Alluvial Capital Management's investing thoughts by reading Alluvial's third quarter letter to clients.
In the quarter, all Alluvial strategies outpaced their benchmarks by healthy margins. Alluvial offers separately-managed accounts with a focus on micro-caps, thinly-traded securities and special situations. I welcome feedback and inquiries from potential clients or those who simply wish to shoot the breeze about Alluvial's holdings and strategy.
Second, there is still time to register for The MicroCap Conference, taking place in Philadelphia on November 5. Plenty of interesting companies and speakers and practitioners are on the agenda. Industry groups represented include energy, pharmaceuticals, manufacturing, social media, and many more.
Finally, I was recently the subject of a detailed article written by Nadav Manham at The Private Investment Brief. The PIB profiles little-known but up-and-coming investment managers, and provides other excellent investment commentary. It's an invaluable resource for capital allocators. I cannot share the profile here, but I highly recommend contacting Mr. Manham if you are interested in learning more about his publication.
I'll be back later this week with another post on my favorite kind of company: old, obscure, and successful.
OTCAdventures.com is an Alluvial Capital Management, LLC publication. For information on Alluvial’s managed accounts, please see alluvialcapital.com.