Investor Letters
Sui Generis – Up 8% YTD Despite Net Short
Sandon Capital Activist Fund June 2016 Commentary
ClearBridge Value Trust – Brexit And Market Risks: Real vs. Perceived
T11 Capital Management June 2016 Commentary – The Failure Generation
Weitz Investment Management 2Q16 Commentary
Longleaf Partners Fund 2Q16 Commentary: Gains On Energy Investments
Denali Investors July 2016 Presentation – Liberty Braves Group
Euclidean 2Q16 Letter – The Difference Between Price & Value
Bronte Capital June 2016 Letter – Long RBS
Sequoia Fund Dumps Entire Valeant (VRX) Stake
OC Premium Small Companies Mandate June 2016 Commentary
Leumi Investment Services 3Q16 Letter: Brexit – A Globalization Referendum
Donville Kent " we were quite active with respect to repositioning the portfolio"
Booth Laird Q2 2016 Newsletter
Arquitos Capital Partners Up 19.2% In 2Q16
Verde June Letter: Euphoria In Brazilian Markets Could Be Short Lived
Hugh Hendry: How We Learned To Sop Worrying And Love ” the Brexit bomb”
Cowan Asset Management 2Q16 Letter – Can You Guess The Right Index?

