Investor Letters
Global Return Asset Management 2016 Year In Review
Muhlenkamp January 2017 Letter
Global Allocation Fund January 2017 Commentary
Crescat Capital – Profitable Precious Metals, China Rally Unsustainable
Tweedy Browne " one would have to concoct a set of “alternative facts” to conclude that there are a lot of bargains
Artko Capital Shows The Rewards Of Early Hedge Fund Investing
Jeremy Grantham: Resistance To Wall Street Has Been "Wimpy"
Ex-Farallon Execs See Healthcare As Ripe For Shorting Regardless Of ACA Future
Nitorum Capital Streak Of Seven Consecutive Quarters Of Alpha Comes To End In Q4
Despite Oil Volatility, Brenham Capital Up Double Digits For 5th Consecutive Year
Boyles Fund 4Q16 Letter To Partners – Things that Don’t Make Sense
Foundry Value Fund December Update
Boyles Fund 4Q16 Letter To Partners – Things that Don’t Make Sense
Stanphyl Capital: January Update
Ascend Capital – Asset Managers Good Shorts, But Too Dangerous
How Does A Hedge Fund Manager Earn The Title Of "Great?"
How Does A Hedge Fund Manager Earn The Title Of “Great?”
Riposte Capital Shorts Hit By Trump Rally; Details Bullish New York REIT Thesis
