Investor Letters
S&C Messina Capital 2016 Letter: Value In Insurance
Sound Shore Fund 4Q16 Commentary
Baupost Attacks Hedge Funds As Monolithic Look-Alikes
Blackcrane Capital Warns Of Rising Tide
Bronte Capital Books Gain On Valeant Short
First-Time Private Equity Fund Managers & Global Venture Capital Exit Overview
Baupost Stresses Process, Discipline As Methods To Handle Increasing Uncertainty
2016 Letter: Seth Klarman Is Not Only A Value Investor, He Is NonCorrelated At Heart
Split Rock Capital Management 2016 Annual Letter: Bull Market Charts (Lots Of Them)
Largest Private Equity Players (KKR, Blackstone, Carlyle) Increase Their Market Influence In 2016
Avenir Value Fund December 2016 Letter – Expect the Unexpected (but what else is new?)
Hayden Capital 4Q16 Letter – Long Zooplus
Buckley Capital Hurt By Big South Africa Bets
As Baupost Waits For Market Uncertainty To Take Its Toll, Klarman"Spinoff" Off To Strong Start
As Baupost Waits For Market Uncertainty To Take Its Toll, Klarman”Spinoff” Off To Strong Start
Most Consistent Top Performing Hedge Funds – Little Known Names Dominate List
Grey Owl Capital Management 4Q16 Letter – No Real Growth? There’s Always Financial Engineering
Steven Romick: Finite Limit To Passive Inflows And Central Bank Actions

