Investor Letters
First Eagle 2015 Annual Letter: Shaky Start To 2016
Vilas Fund 4Q15 Quarterly Letter: Arbitraging the value vs. growth phenomena
JDP Capital Management 4Q15 And Annual Letter: Gains On ALJJ And CONE
Broadview Capital Management 2015 Annual Letter
Meson Capital 2015 Annual Partnership Letter
Despite Mobileye NV (MBLY) Crash, Lone Pine Has Strong 2015
Sandon Capital Activist Fund December 2015 Commentary
Howard Marks: What Does the Market Know?
Pzena Investment Management 4Q15 Commentary – Supermajors Valuations
Jonathan Ruffer's January 2016 Letter & CF Ruffer Total Return Fund Performance
Euclidean 4Q15 Letter – The Time For Value
Arquitos Capital Management 4Q15 Letter: Microcap Value Stocks
Wedgewood 4Q15 Letter – Back To Our Regularly Scheduled Stock Market
Donville Kent Asset Management 4Q15 Update
Whitney Tilson "I feel like a kid in a candy shop"
Sui Generis Investment Partners – Outlook For WestJet Airlines
Curreen Capital Partners 4Q And 2015 Year End Letter
Viking Global Up 8.3% In 2015; Hedge Fund Boosts Valeant Stake

