Investor Letters
GoodHaven Fund 2016 Annual Letter
Despite Net Short Positioning, Sui Generis Investment Partners Up 5% In 2016
Riskowitz Confident In Positions, Concentration After Muted 2016
Larry Fink’s Annual Letter To CEOs
After Brutal 2016, Odey Starts Off 2017 On A Positive Note
Half Moon Capital Gains Papa Murphy’s Short; Avoids Hit On Amazon "Bailout" Of Kornit Digital
Half Moon Capital Gains Papa Murphy’s Short; Avoids Hit On Amazon “Bailout” Of Kornit Digital
Despite Help From Carl Icahn And Paul Singer, Carlson Capital Flattish As Shorts Struggle
Andurand Commodities Fund Up 22 Percent In 2016 As Bullish Oil Bet Pays Off
Alluvial Likes Contura Energy Post-Bankruptcy
Teton Capital Partners Disappointed By Performance And Chinese Management
Value Briefs
Hedge Funds We Profiled Killed It In 2016
Hedge Funds We Profiled Killed It In 2016
Hazelton Capital Partners Up 23 Percent In 2016 – The Wisdom of Crowds
Lakewood Capital Hopes To Continue 96% Track Record With New Nevada Short
Millennium Cub Off To Strong Start; Bullish On Steel As China Curbs "Zombie" Industries
As Ainslie Bemoans 2016 As One Of Worst Ever, Maverick Looks To Retail Shorts For Alpha
Viking Global Poaches Quant PHD From IBM's Watson To Manage Risk: Letter

