Investor Letters
Jonathan Ruffer Letter: long–dated UK index–linked gilts Up 62% In 2016
Weitz Investment Management 3Q16 Commentary – The Arithmetic Of Changes In Yields
Luis Stuhlberger: Trump Victory Would Boost Yuan Short Positions
Sequoia Q3 Letter "A sincere thank you for sticking with us during a difficult time"
Oakmark Select Fund 3Q16 Commentary
Donville Kent Capital Ideas Fund September 2016 Commentary
Syncora – Large Investor Sends Board Letter, Activist Rumblings In The Small Cap Universe
Starvine Capital Corporation 3Q16 Letter Up 7%+ In Q3; Macro is overrated; absolute value is underrated
Mott Capital Management 3Q16 Letter
Whitney Tilson Q3 2016 Letter
Bill Nygren – Oakmark Funds 3Q16 Market Commentary
Matthews Asia 3Q16 Letter To Shareholders
Elm Ridge 3Q16 Letter Up 15% YTD – "I Feel Good"
Songbird Asset Management – October – The Scariest Month?
T11 Capital Management 3Q16 Commentary
Vltava Fund 3Q16 Letter – Indebtedness
Kerrisdale Capital Long Luxoft Holding Inc (LXFT)
Aristotle Capital 3Q16 Letter – The Essence: The Lion Dancer

