Investor Letters
Brazilian Public Debt Is Rising at an Unmanageable Trajectory : Luis Stuhlberger
GMO's Jeremy Grantham: Give Me Only Good News!
Brandes Emerging Markets Value Fund 3Q15 Commentary
Sandon Capital Activist Fund: Tatts Group Long Thesis
Oil Is Heading Higher, According To Andrew Hall
Maglan Capital Up +14.58% In November 2015; YTD +8.35%
Whitney Tilson Thinks Martin Shkrei Is Doing G-d's Work
Global Return Asset Management November 2015 YTD Results [Chart]
U.S. Has Not Kept Pace In Electromagnetic Warfare, And Paul Singer Is Worried
Tweedy Browne Funds 2015 Semi Annual Report
John Rogers' Ariel Global Fund 3Q15 Commentary
Absolute Return Letter: The Next Driver Of Productivity
Bill Gross Wants To Know If You Are Tired Of Reading About The Kardashians
Howard Marks Oaktree Memos 1990-2009
Senvest Capital Q3 Letter To Investors
Charles de Vaulx's IVA Funds October 2015 Letter
Hugh Hendry Holds Massive Long USD, UST Positions
Bronte Capital Has Best Month In Years With Help From Valeant Short

