Investor Letters
Remick Capital 3Q15 Letter To Investors
Polen Focus Growth 3Q15 Portfolio Commentary
Carl Icahn Long CVR Refining – Slides
Third Avenue Focused Credit Fund Letter To Shareholders "We Are Pleased To Inform You…"
Third Avenue Credit Fund Annual Report: "We believe there is significant upside in the Fund"
OC Premium Small Companies Mandate – Strong Growth Prospects For Portfolio
Jensen Quality Growth Fund Holdings Update – Sell DuPont
Bronte Capital: A World Full Of Quality Shorts
Petra Korean Value Equity Strategy 3Q15 Letter
Yahoo! Inc (YHOO): Canyon Capital Letter To Board of Directors
Jensen Quality Growth Fund Year End Commentary
Kingsford Capital’s Holiday Card For 2015: Pull (one) over Holiday Sweater
High Yield Debt – The Horses Have Already Left
Bill Ackman Detailed Long Valeant, Short Herbalife Thesis – Q3 Letter
Three Ex-Third Avenue Employees Launch Moerus Capital Management – Introduction Letter
Third Avenue Value Fund 4Q15 Commentary
Troy Marchand's Foundry Capital Group 3Q15 Letter: Special Situations
Bruce Berkowitz: TBTF Banks Behind Fannie Mae & Freddie Mac Disinformation

