Investor Letters
Tom Russo's 2Q16 Semper Vic Partners Investor Letter
Gator Financial Partners Up12% YTD: Long SLM Corporation, Capital One, OneMain Holdings
Vast Disparity In Types Of Investors Securing Side Letter Arrangements
OC Premium Small Companies Mandate August 2016 Commentary
Third Avenue Real Estate Value Fund 3Q16 Commentary
Third Avenue Small-Cap Value Fund 3Q16 Letter
Third Avenue Value Fund 3Q16 Commentary
Bronte Amalthea Fund July 2016 Commentary
Amvona Fund Up 53 Percent In 2016 – Letter
azValor August 2016 Letter
Horseman Japanese US Reit Fund – An Update
Horseman Capital Ready For Bear; Pares Back China Shorts, Details Bet Against Consumer Staples
Sandon Capital Activist Fund August 2016 Commentary
Ariel Investments August 2016 Commentary
Senvest Capital 2Q16 Letter To Investors
Long-Time Bull, "Oil God", Andrew Hall, Capitulates On $100 Oil; Sees $45-$50 Range
Long-Time Bull, “Oil God”, Andrew Hall, Capitulates On $100 Oil; Sees $45-$50 Range
Odey: Builds Massive Long In Gold Futures; Short Insurers As Investors Lose Faith In Central Banks
