Investor Letters
Hedge funds returns for September: Greenlight, Black Diamond and more
Vltava Fund 3Q19 Letter: Japan And Lapland
Global Return Asset Management: To weather a recession, look past yield curves
U.S. SMID Cap Managers Decrease Weighting To Technology
Negotiated Versus Stated Hedge Fund Fees
Q2 2019 Hedge Fund Letters: Einhorn, Carlson, Canyon, Mandel, Kerrisdale, Loeb, Paul Tudor And Much More [UPDATED 10/1 23:21 EST]
This Is The Top Performing Hedge Fund Of SocGen’s 2019 Rankings With A 77% Return
Value Briefs
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David Einhorn: Q2 2019 Top 10 Holdings
Einhorn Backed Value Fund Lost Big on This Utah Based Short Due To Disclosure Timing; Warns Of Market Crash As Bernie, Warren Soar In Polls
Seth Klarman: Investors Remain The Consummate Yield Gluttons!
Rowan Street Capital 2Q19 Commentary: Chipotle Case Study
Black Bear Value Fund August 2019 update
These Short Positions Drove An Aussie Fund’s Solid August Performance And Close To A 100% Return This Year
These Are All The Tickers Hedge Fund Letters Have Mentioned
Vilas Capital Up 25% This Month: Shift (Away From WeWas), Details Some High Momentum Shorts
Global Return Asset Management August 2019 Update: Up 33% YTD
Forge First Asset Management August 2019 Commentary: Underleveraged consumer may continue spending for longer than the more bearish prognosticators believe they’ll be able to
