Investor Letters
See Why This Usually-Short-Biased Hedge Fund Flipped In Q4
This Top Value Hedge Fund Is Up 17% In January 2019 And Banking On Fannie Mae Exiting Conservatorship
Grey Owl Capital Management 4Q18 Commentary
Ashva Capital 2018 Year End Letter: Are We In A Bear Market?
Absolute Return Partners January 2019 Letter: Another Zimbabwe In the Offing?
Choice Equities Fund 4Q18 Commentary Up 12% On Micro-Cap Long Ideas
Seth Klarman Blasts “Unbiased Regulation” In Trump Administration But Does Not Provide Much Evidence
Black Bear Value Partners 4Q18 Letter Up In 2018 As Both Shorts And Longs Outperform
Mittleman Investment Management 4Q18 Commentary: Rough Year As Clear Media Leads Gains
This Value Hedge Fund Was One Of The Few That Outperformed In 2018 By Avoiding Crowded Stocks
Bozza’s Lakewood Capital Finds Value In The UK As Other Investors Flee
Askeladden Capital 4Q18 Letter: A Better Life
Alluvial Capital Management 4Q18 Commentary
This Fund Posted Gains In December… Thanks To Its Crypto Holdings
GrizzlyRock Sells “Over Earning” Companies Leading To Positive Return In Q4
Famed Short-Seller Anthony Bozza Explains The Long Case For Two Mega-Cap Tech Stocks
Money Isn’t The Root Of Happiness Or Meaning, But It Can Help Us Find Both
Starvine Capital 2H18 Investment Commentary

