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 | 7 | Founded | a year ago | Last Issue | 2 months ago |
| Active | |||||
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tactilefund.substack.comLatest Issues
Ferries! Voyaging With Irish Continental Group
One year of Tactile Fund is in the books! The fund is off to a very successful start, delivering solid returns and welcoming over 30 limited partners. I wanted to share our Fourth Quarter Letter to Partners. Thank you for reading!
One of T...
Q3 Tactile Fund LP Letter and the Legacy of Ariovistus Pardee
First, I wanted to share Tactile Fund LP’s third quarter letter. I am happy that Tactile is off to a great start in its inaugural year, but the true value the extraordinary physical assets in the Tactile portfolio will be proven in the ye...
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...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Tactile Fund LP.
| Subscribers | Engagement | 67 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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.
Frequently Asked Questions
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