Investor Letters
Major REIT Short Gains HG Vora In 2018, As Hedge Fund Giant Bets On Gambling For 2019
This Uber Bearish Equity Hedge Fund’s Q4 Returns Are Among The Best We’ve Seen
Howard Marks: Top 10 Holdings
FPA Crescent Fund 4Q18 Letter
Global Return Asset Management January 2019 Update
A “Frustrating Year” For This Einhorn-Backed Fund’s Long Portfolio
Prem Watsa: Top 10 Holdings
This Fund Was In The Top 15% Of Long/Short Equity Funds In 2018
Bruce Berkowitz’s Fairholme Fund 4Q18 Commentary
Seth Klarman’s 2018 Letter: How Investors Need To Think
Seth Klarman 2018 Letter: Balancing Risk Aversion With Risk-Taking
Horos Asset Management 4Q18 Commentary: The importance of learning from mistakes
After 104% Return In 2017, Madera Technology Up 37% In 2018
Charles Munger: Munger’s Rule!
Carlson Capital Has “Frustrating Year” Bets On Momentum Breaking In 2019 As Everything Crashes
Hayden Capital 4Q18 Commentary
Bonhoeffer Capital Management 4Q18 Commentary
Global Allocation Fund January 2019 Commentary “now Central Banks are achieving the task, but we cannot help to see that the way travel from Central Banks to car dealers keeps been a little too long…”
