Letters by company

Hammond Power Solutions Inc

2 letters discussing HMDPF. Everything written about it on this site is on its ticker page.

Alluvial Capital Management Letter to Limited Partners First Quarter 2023 Alluvial Fund exited GEE Group after management abandoned shareholder cash returns, and added Hammond Power Solutions and Skytop Lodge at valuations the manager considers disconnected from their operating prospects. The fund also backed well-capitalized community banks, retained P10 and Unidata, and harvested TIM and Peakstone Realty Trust after corporate events created exits. First Quarter 2023 EACO $729MHMDPF $1.5BJOB $22M
Alluvial Capital Management Letter to Limited Partners Second Quarter 2023 Alluvial Fund increased its Logistec position after its controlling shareholder launched a sale process, citing the port operator’s durable profitability and undervaluation. The portfolio retained core positions in P10, Unidata, Rand Worldwide and Crawford United, while adding Preformed Line Products and Mechanics Bank of Richmond. Second Quarter 2023 PLPC $1.4BRWWI $235M