Investor Letters
Sui Generis – No Damn Cat, No Damn Cradle
Martin Capital 2016 – Opportunity is frequently disguised as misfortune or temporary defeat
Sharp Rise In Hedge Funds Using Non-Equity Strategies
Hedge Funds Have Returned 13.63% In The Past 12 Months
Hedge Funds Up 1% With Strong Returns From The US
Amid Big Losses, Russell Clark Throws In The Towel, Changes Strategy
Control The Controllables: Thrive And Grow In 2017
Institutional Investors Set To Keep Private Equity Commitments Going In 2017
Investor Outlook For Private Equity & Venture Capital In 2017
Coho Capital Partners 2016 Annual Letter On Alphabet, Alibaba, Visa, S&P Global And Facebook
GDS Investments February 2016 Letter – In Chaos, There Is Opportunity
Opus Capital February 2017 Commentary: Quantitative Review Of U.S. Small Caps
Semper Augustus 2016 Annual Letter – Sympathy For The Dog
Global Allocation Fund February 2017 Commentary
Stanphyl Capital February Letter To Investors
Valeant Responsible For 60% Of Loss, As Tourbillon Capital Laments The Year That Was
Crispin Odey Is Back In The Black And Rooting For Trump Tax; Expects 7% Inflation Soon
Goldman Sachs: The Four Trends Dominating Earnings Calls

