Investor Letters
Turtle Creek Equity Fund 1Q16 Manager Commentary – Up 6.2%YTD
Energy Focused Fund Brenham Gains 23.2% In 2015
Donville Kent April 2016 Letter – Animal Spirits (No Mention Of Valeant)
Cliff Asness: Holy Cow The New York Rangers Are Worse than the Chicago Cubs!
Stanphyl Ups Tesla Motors (TSLA) Short – Calls It "market’s biggest single- company stock bubble"
Sui Generis – Boralex Inc: Blowing In The Wind
[ARCHIVES] Julian Robertson Closing Letter To Investors
First State Stewart – The Hardest Thing To Do, Is To Do Nothing
Mairs & Power Growth Fund 1Q16 Commentary
Brevan Howard March Letter: China Still Murky
Third Point 1Q16 Letter – We Crowded Into Short Trades In The RMB
Longleaf Partners Fund 1Q16 Commentary – Mr. Market
Broad Run Focus Equity Composite 1Q16 Letter – The "Watch List"; Long AMETEK
Pershing Square’s Annual Presentation; Comments On Valeant’s Papa
Bati Actions Investissement March 2016 Fact Sheet
On Concentration And Berkshire Hathaway
Horizon Kinetics 1Q16 Commentary – How Dangerous The 'ETF Stock Market' Is
Wedgewood – Berkshire Hathaway: Still The Greatest Growth Company Wall Street Has Never Heard Of
