Investor Letters
Oakmark Select Fund 2Q16 Commentary
Bill Nygren's 2Q16 Market Commentary
Starvine Capital 2Q16 – The Little Man’s Moat
Ruffer July letter: The tensions in the financial system are every bit as worrisome as those in the political arena
Third Avenue Funds 2Q16 Letter
Denali Investors 2015 Letter – A Rare Down Year
Absolute Return July 2016 Letter – It all began with declining inflation
Verde Buys Petrobras Debt As Parente Takes The Reign
Aristotle Capital Management 2Q16 Commentary – The Essence
Stanphyl Capital Up 17% YTD Piles On Tesla Motors (TSLA) Short Thesis
Crescat Capital 2Q16 Investor Letter: China QE Dwarfs Japan And EU
Brevan Howard Global May 2016 Commentary
Cook & Bynum – A New Investment: Corporacion Lindley SA
Behavior Analysis in Hedge Fund Manager Evaluations
Crescat Capital – Persistent Protection & Growth In The Wake Of Brexit
Crescat Crescat Global Macro Fund Up +1.0% In June, +2.6% YTD
OC Premium Small Companies Mandate May 2016 Commentary
Leithner Letter – Are You Listening?
