Invest in the real world

A new fund from
Alluvial Capital Management, LLC

Tactile Fund LP invests in securities deriving their value from extraordinary physical assets. In a stock market dominated by companies offering software and algorithms, there is still a place in every portfolio for real, tangible things. Tactile owns the best of them.

Onboard Now

Tactile Fund invests in human needs, human wants, and the industries and infrastructure that satisfy them.

Human Needs

Nourishing food and clean water. Safe and comfortable dwellings. Above anything else, people seek to satisfy these most basic life needs.

Human Wants

People want to have fun and be entertained. They want to look and feel their best. They want to relax and relieve stress. While the particulars may change with time, these fundamental desires are eternal.

Industries and Infrastructure

Satisfying human needs and wants cannot be done without the essential industries and infrastructure that enable commerce and trade. It takes power and transmission assets, communications networks, transportation, manufacturing facilities, and more to keep the world economy moving.
Thin T

Holdings are selected for their economic durability, quality, and long-term return potential.

Tactile Fund LP owns these securities for the long run and benefits from the value they accrue over decades.

Durability

Tactile holdings fulfill some human need or desire that will be as relevant 100 years from now as it is today.

Quality

Tactile holdings exhibit strong and sustainable returns on capital, capable leadership, and consistent results.

Return Potential

Tactile holdings are undervalued due to some combination of inattention, underappreciation, and barriers to ownership.

Long-Term Downside Protection

Tactile Fund holdings exhibit strong long-term downside protection thanks to the enduring value of their unique and irreplaceable physical assets.

Inflation Protection

Tactile Fund holdings offer an effective hedge against inflation due to good pricing power and their tangible assets.

Portfolio Diversification

Tactile Fund creates a unique return stream that is not levered to the results of large-cap global tech companies or companies with values derived from intangibles.

How to Invest