Investor Letters
Blue Mountain Credit Fund Down Four Percent In 2019 As Company Mounts PG&E Battle
Laughing Water Capital Issues Second Open Letter To Board Of Aimia Inc.
Small Cap Water Play Of Top Emerging Manager With 120% Upside Potential
This Famed Frontier Market Hedge Fund Sees The Rally Continuing Through May With Focus On One West African Country
Another Green Month For Moon Capital
Prem Watsa – Top 10 Holdings Q4 2018
Slow And Steady Wins The Race For This Event-Driven Fund
This Hedge Fund Expects To Triple Its Money On GSE Preferred Shares
Put Into Perspective – Hedge Fund Correlations
Carl Icahn – Top 10 Holdings Q42018
Global Return Asset Management February 2019 Update
Gator Financial Partners Continues To Win On GSE Preferreds
McIntyre Partnerships February 2019 Tear Sheet – Up22% YTD
This Hedge Fund Won BIG On Mining In February To Tune of 29% Gain In One Month
Black Bear Value Fund February 2019 Tearsheet
Value Briefs
FPA Paramount Fund 4Q18 Commentary And Webcast Slides
FPA New Income Fund 4Q18 Commentary And Webcast Slides “Risk is Where You’re Not Looking”
FPA International Value Fund 4Q18 Commentary And Webcast Slides; On China ” The country’s political system has morphed into a Stalinian regime”
