Investor Letters
Odey European Fund Jan Letter: The boom in car sales could look very ill advised
OC Premium Small Companies Mandate January 2016 Commentary
Sandon Capital Activist Fund January 2016 Commentary
Dan Loeb Q4 2015 Letter: 2015 feels about as scary as the Disney kids’ ride when compared to 2016″
Michael Lewitt's Third Friday Total Return Fund, One Of The Best Performing Hedge Funds
Chilmark Air 2017 LLC 4Q15 Letter: Aircraft ABS & EETC
East Coast Asset Management 2015 Annual Letter – Twin Lights
Steben Noncorrelated Approach Looks At Volatility As Opportunity
After Strong 2015, Maverick Capital Prepares For A Volatile 2016
Kyle Bass – China's $34 Trillion Experiment Is Exploding – Full Letter
Kyle Bass – China’s $34 Trillion Experiment Is Exploding – Full Letter
AMG Yacktman Focused Fund 4Q15 Commentary – “It’s like deja vu all over again”
Andy Hall’s Astenbeck Capital 2015 Annual Letter – Oil Is Going Up
SUI Generis – Absolutes, Nationality & The Definition Of Insanity
Tweedy Browne Fund 4Q15 Commentary: FANG Woes
Moerus Capital Letter: Asset-Based Investing In An Earnings-Focused World
Broyhill Asset Management 2015 Annual Letter: The Value in Value
Hempton: We are short some previously high flying shale companies
