Investor Letters
Riposte Capital Up 8.8% YTD; Sells Out Before SunEdison Crash
Yacktman Focused Fund 2Q15 Commentary
Gabelli Asset Fund 2Q15 Commentary: Deals, Deals and More Deals
Eminence Capital Discovers Alpha In Shorts; Ups Stake In Zynga
Andy Hall Astenbeck Capital Q2 Letter: The Missing Barrels
Gabelli Value 25 Fund Inc 2Q15 Commentary
First Eagle Fund Of America 2Q15 Commentary
Whitebox "We Are Short Essentially Every Market Favorite"
Auxier Focus Fund Summer Letter – Correction Protection in Practice
Motiwala Capital 2Q15 Letter to investors
Tweedy Browne Fund 2Q15 Letter: Value Investing & Market Cycles
IVA Worldwide Fund 2Q15 Commentary
Sound Shore Fund 2Q15 Letter To Investors
Crystal Cove Capital Q2 Letter: The Evolution of Cooperation
Andrew Hall On Oil – Price Risks Are Skewed To The Upside
Horizon Asia Opportunity 2Q15 Commentary
Lone Pine Calls it Quits on Apple, Facebook And Baidu
Greenhaven Road Capital 2Q15 Investor Letter: Up 14% In Q1; Long Fiat

