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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 15, 2023 | Alluvial Capital Management | 4.8% | 15.7% | CRAWA, EACO, FTLF, HPS.TO, LGT.TO, PREQ, PX, RWWI, SXP.TO, UNI.MI | Canada, industrials, infrastructure, Logistics, Microcap, small caps, value | Manager focuses on the smallest and least known profitable companies that are insufficiently researched, finding best opportunities in companies that remain tethered to reality beneath the several dozen companies that dominate financial media attention. The fund specializes in tiny opportunities and maintains this flexibility despite growing to $40 million in assets. | LGT.TO |
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| 2023 Q4 | Jan 25, 2024 | Alluvial Capital Management | 4.8% | 15.7% | CRAWA, FITL, LGT.TO, MRC, NLOP, SENEA | banks, REITs, small caps, special situations, Spin-Offs, value | Manager invested heavily in Net Lease Office Properties (NLOP), a spin-off REIT designed to liquidate office assets. Despite office market pressures from work-from-home policies, NLOP trades at significant discount to conservative asset values and has built-in liquidation catalyst. | AMRC CRAWA FTLF NLOP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Alluvial Capital Management | Logistec Corporation | Industrials | Marine Ports & Services | Bull | Toronto Stock Exchange | Canada, Catalyst, environmental services, infrastructure, Marine Terminals, Port Operations, sale process, Special Situation, Value | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||