Investor Letters
Jensen Quality Growth Fund 2Q16 Commentary
Arquitos Capital – Letter To Sitestar Shareholders
Ariel Focus Fund 2Q16 Commentary
Horizon Kinetics 2Q16 Commentary – An Orphan Bond
Muhlenkamp And Company 2Q16 Commentary
Thornburg Value Fund 2Q16 Commentary "factor investing"
Wedgewood Partners 2Q16 Letter – Brexit
Global Return Asset Management 2Q16 Commentary
GoodHaven Fund 2016 Semi-Annual Letter
Polaris Global Value Fund 2Q16 Commentary
Pershing Square 2Q16 Conference Call – Herbalife: No Longer “Business” As Usual
Greenwood Investors 2Q16 Updates
Hoisington 2Q16 Commentary – Debt And Demographic Disaster
Iolite Partners Down -14.5% In 1H16
Denali Investors 1Q16 Investor Letter: Rough Quarter
TGV Partners Fund 1H16 Commentary: Don't Be A Dividend Monkey
Dodge & Cox Stock Fund Up 1.7% In 2Q16
RV Capital H1 2016 Commentary – “Is it possible to be long-term and contrarian?

