Investor Letters
Morgan Creek Capital Management – Welcome To The New Abnormal
Up In March, Moab Partners Looks Back On January / February Sell Off And Laments
Baron Funds 1Q16 Letter: Mobile e-Commerce Soars
SPX Nimitz April 2016 Letter – A New Direction
Steamboat Capital Down 5.3 Percent Despite Gains On Valeant Short
Nishkama Capital's Bold Short Alphabet Bet Boosts 2016 Returns
Nishkama Capital’s Bold Short Alphabet Bet Boosts 2016 Returns
Visium Balanced Fund Hit By Pharma Stocks Sees Opportunity Ahead
Corsair Capital 1Q16 Letter To Limited Partners – Celebrating 25 Years
Apollo Asia Fund 1Q16 Commentary – War On Cash
Hedging on Hedge Funds (postscript on correlations, beta, and “alpha”)
Cowan Absolute Return & Income Q1 Letter: The Valeant Saga
Verde April 2016 Commentary: Risks From China Are Back
Matarin Capital March 2016 Letter – When Opportunity Knocks
Ariel Appreciation Fund 1Q16 Commentary
NVIDIA – Crescat Capital Updates Bullish Thesis On NVDA
Sandon Capital Activist Fund April 2016 Commentary
Shorts Hurt Passport Global In First Quarter

