Investor Letters
After Recent Losses Even Odey's Long Term Gains Evaporate
Rhizome Partners Seeking Value In Macy’s
Barac Capital Management 2Q17 Commentary
FPA Crescent Fund 2Q17 Commentary & Webcast Slides
Moerus Worldwide Value Fund 1H17 Letter To Investors
FPA Capital Fund 2Q17 Slides – Passive Investors Own ~15% Of AMZN
Alluvial Fund Gains 17% YTD On Under The Radar Securities
Madera Technology 2Q17 – Password: Swordfish – The Truth is Scarier than Fiction
Stone House Partners Up 157% YTD
IP Capital Partners 2Q17 Commentary – Moats
As Assets Leave, Passport Capital Adjusts Strategy, Looks To Cryptocurrency Craze to Boost AMD
Margate Capital Likes "Left For Dead" Smaller Internet Stocks
Margate Capital Likes “Left For Dead” Smaller Internet Stocks
Paul Singer: The Passive Blob Is In "Danger Of Devouring Capitalism"
MCN Capital Management – Everything is Awesome and Disruptors That Can Never Be Disrupted
Mittleman Investment Management 2Q17 Investment Review
Broyhill Asset Management 2017 Mid-Year Letter
Alpine Capital Research 2Q17 Commentary

