Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The first quarter of 2026 delivered a strong performance, despite the market volatility driven by the ongoing conflict in the Middle East. The portfolio thrived by avoiding the significant downturn in […]

Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Fund delivered an exceptional quarter, returning 41.2%, making 2025 the best year since inception. The supportive market environment drove the performance of the Fund. The gains are highly concentrated in a small […]

Alluvial Capital Management, an investment advisory firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund rose 15.5% in the quarter, bringing the year-to-date returns to 33.6%, strongly outperforming the relevant benchmark indexes. This marks the fund’s third-best quarterly result in its 9-year history. In addition, you […]

Kingdom Capital Advisors, a private investment firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the portfolio recovered from the significant drawdowns from November 2024 to June 2025. The composite returned 20.78% (net of fees) in the quarter, compared to 12.39% for the Russell […]