Investor Letters
Distressed Debt Hedge Funds Were Best Performing Strategy For 2016
Elm Ridge Capital Up 25% In 2016; Bullish On Oil As Non-OPEC Supplies Fall At FastestPace In 25 years
Mott Capital Management 4Q16 Letter
Vltava Fund 4Q16 Letter – The Kelly Criterion
Hayman Capital Up 24.8% In 2016; Remains Bearish Amid "Severe Imbalances In Asian FX Markets- 2016 Letter
Hayman Capital Up 24.8% In 2016; Remains Bearish Amid “Severe Imbalances In Asian FX Markets- 2016 Letter
Weitz Investment Management 4Q16 Letter – Value Matters
Kinetics Mutual Funds 3Q16 Conference Call With Peter Doyle
Stanphyl Up 31% In 2016
2016 Hedge Fund Returns – QuantEdge Leads, Odey In Last
Foundry Capital Nov Update And Announcements
Global Allocation Fund November 2016 Commentary
Global Allocation Fund September 2016 Commentary
David Einhorn Cubs Detail Long LDOS Thesis
Top Ranked Investor Sees IOT As Over-Hyped But Identifies One Stock He Likes
OC Premium Small Companies Mandate November 2016 Commentary
Suvretta Capital Waits For Elections To Opine On Outlook; Likes What It Sees
Centaur Value Up 12% YTD: Likes Cash, Warns On Market Optimism

