Investor Letters
Cascade Effects In Modern Undiversified Passive Markets
Horos Asset Management 1Q19 Letter: The Revenge Of The Irish
Value Briefs
Fairfax India And Economic Transformation In Southeast Asia
The Absolute Return May 2019 Letter: Addicted To Oil?
This Top Performing Hedge Fund Thinks Tech Stocks Are Undervalued And DEFENSIVE
Moon Capital Enjoyed A Strong First Quarter As EM Stocks Soared
Avenir Global Fund March 2019 Commentary
RGA Investment Advisor 1Q19 Commentary: Thesis On Grubhub
Boyar Value Group 1Q19 Commentary: A Look Back
Tweedy Browne Co LLC – Top 10 Holdings
Einhorn’s Comeback Continues: Greenlight Up 18.7% Net YTD
Blue Mountain Struggles With PG&E Losses
Global Allocation Fund April 2019 Commentary: Danger Amid Seldom Seen Bull Market
McIntyre Partnerships April 2019 Tear Sheet Up 23% YTD
Deer Park Road Warns Central Bank Risks Means Time To Hedge Credit
This Healthcare Fund Rode High On Enanta Pharmaceuticals In Q1
Farman Street 1Q19 Commentary: Fairfax Africa Holdings Corp (FFXXF)
Carlson Capital Warns “Federal policy is Creating “An Environment In Which Everyone Wins” Poses Grave Danger To Markets
