Investor Letters
FPA Crescent Fund 2Q16 Commentary – Gains On Energy
Emerging Value Capital Management 2Q16 Letter
Q2 2016 – Hedge Fund Letters
Corsair Capital Q2 2016 Letter – Quintiles Transnational / IMS Health Thesis
Quarterly Update June 2016 – Platinum International Fund
Hidden Champions Fund FY16 Investment Letter
Farnam Street Investments July 2016 Letter
Tesla Motors Inc. Phony “Grand Opening” For Gigafactory?
Hedge Funds Continue To Profit Off Crisis Bets
Half Moon Capital Partners 2Q16 Commentary: Short Papa Murphy’s
Weitz Value Fund 2Q16 Commentary: Hurt By Liberty Global, Endo, Allergan
GMO 2Q16 Letter – The Duration Connection
GDS Investments Mid-Year 2016 Letter
Ariel Appreciation Fund 2Q16 Commentary
Mairs & Power Growth Fund 2Q16 Commentary
Grey Owl 2Q16 Letter – The 16.8 Trillion Dollar Question
First Eagle Global Value Team 2Q16 Commentary
Donville Kent July 2016 Letter – Growth By Acquisition

