Tactile Fund LP
Dave WatersTactile Fund LP makes long-term investments in companies with extraordinary physical assets. The Tactile Substack tracks the fund's progress and profiles its investment philosophy and holdings.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | tactilefund.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Tactile Fund LP Second Quarter Update
Last week, Alluvial Capital Management, LLC published our second-ever letter to Tactile Fund limited partners. The letter can be viewed here. Tactile Fund is off to a strong start, gaining 11.2% in the first half of 2025. We continue to wel...
Tactile Fund LP First Quarter 2025 Update
Tactile Fund LP is off to a good start. The fund ended the first quarter in positive territory against a backdrop of….well, just look around. April was especially strong, and May is off to a good start also. I wanted to share our inaugural ...
And, We're Off!
Tactile Fund LP is off and running! We have invested in a collection of companies with extraordinary physical assets from around the world. These are companies that offer goods and services that humans have always wanted and needed, that en...
Welcome to the Tactile Fund LP Substack!
Thank you for visiting the shiny new substack for Alluvial Capital Management’s newest investment solution, Tactile Fund LP. We are so pleased to offer investors a strategy that is unlike any other we have encountered. Tactile Fund LP inves...
Authors
The writers behind this newsletter.
Dave is the president of Alluvial Capital Management, LLC, an investment manager with a focus on overlooked and obscure securities around the world.
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