Investor Letters
Horseman Global Fund Still Says "Short Equities, Long Bonds" After Rough April
Horseman Global Fund Still Says “Short Equities, Long Bonds” After Rough April
DG Value Partners: Down 2.5% In Q1
Half Moon Capital Outshines With 4% Return In Q1; Details Control4 Short
Bronte Capital Amalthea Fund April 2016 Letter: Why bother with shorting?
After Rough Q1 Marcato Quotes Buffett; Opens Stake In Realogy
GMO 1Q16 Letter – Keeping The Faith
Lakewood Capital 1Q16 Letter To Partners: Four Short Ideas
Sound Shore Fund 1Q16 Letter To Investors
FPA Capital Fund 1Q16 Commentary: Arris International plc, Western Digital Corporation
Greenhaven Road 1Q16 Letter To Shareholders – Mr. Macro – A Master Story Teller
Tweedy Browne Fund 1Q16 Letter To Investors: Prior Declines Not Large Enough To Find Bargains
Global Return Asset Management April 2016 And YTD Results
JDP Capital 1Q16 Letter To Limited Partners: Long Carrols Restaurants
Crescat Capital Here Is "a sign that China truly is facing a crisis"
Barac Value Fund 1Q16 Letter To Investors
Emerging Value Capital Management 1Q16 Letter To Investors – Up 7% In March
Steven Romick's FPA Crescent Fund 1Q16 Commentary: Shareholder Engagement
