Rand Worldwide Inc

• Alluvial Capital Management Q4 2024 Letter to Limited Partners ↗ Alluvial Fund centers its case on Net Lease Office Properties’ liquidation, expecting debt repayment and property-sale distributions to narrow a large discount to asset value. New holdings Titan Cement and CBL & Associates pair discounted tangible assets with catalysts including a US listing, debt reduction, asset sales and reinvestment in stronger properties. Fourth Quarter 2024 NLOP $162MCBL $1.6BGTX $4.8B +3

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