Top Emerging Fund Is On The Hunt For Small-Cap Value; Here Is One Of Their Favorite Ones

Fed-Induced Markets Are Buying Bubbly Tech And Selling What’s Cheap: Carlson Capital

Global Return May 2019 Update: Market’s Volatility

Blue Mountain Disappointed In Q1 But Bounced Back In April As PG&E Volatility Continues (Scoop)

DG Value Likes This Midcap Dairy Producer

Pershing Square Holdings 1Q19 Letter: Bill Ackman’s Comeback

Even As These Shorts Detracted, This Aussie Fund Is Up More Than 60 Percent For 2019

Howard Marks: Top 10 Holdings Q12019

This Hedge Fund Giant Outperformed While Cutting Exposure And Risk In Q1 Amid “Dismal (And Occasionally Baffling) Valuation”

David Einhorn’s FOF Gains In 2019; FOF Lags In 2018 Despite Large Gains On Several Short Bets In Asia

Global Return Asset Management April 2019 Results

Lee Ainslie Warns: We Are Experiencing Euphoria Levels Not Seen Since Dot-Com Bubble

Tollymore Investment Partners May 2019 Letter- The six deadly sins of institutional money management

Hayden Capital 1Q19 Commentary – Finding Value in The Enchanted Forest

Lee Ainslie Is Not Feeling The Bern

Joel Greenblatt: Q42018 Top 10 Holdings

Black Bear Value Fund April 2019 Tearsheet

Choice Equities Capital Management 1Q19 Letter – On The Shortcomings Of Groupthink

Rowan Street Capital 1Q19 Letter: Best Quarter Ever; Main lesson from the past 15 months: Volatility and How to Think About It?

Vilas Capital Fund Up 17.7% In April; 65% YTD Gain [Stat Sheet]