Lowell Capital Returns 31.8%: Focuses On Small-Cap Value To Profit From Economic Growth

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Rupert Hargreaves
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Lowell Capital Value Partners returned 2.7% in November, outperforming the S&P 500, which returned -0.7% for the period according to the firm’s latest update sent to investors on December 20. For the year to the end of November, the fund has returned 31.8%, outperforming the S&P 500’s return of 23.2%. Q3 2021 hedge fund letters, conferences and more The fund had 22 long positions and five short positions at the end of the month. It had a 19% cash position and a net long position of about 81%. Lowell Capital Value Partners maintains a relatively high cash allocation in its…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk