Investor Letters
Paul Singer: Big Trouble Ahead For Pensions And SWFs
Third Avenue Value Fund 2Q15 Portfolio Review
Ariel Investments May Letter: American investor’s shifting mindset
Marty Whitman's 2Q15 Letter: GAAP Vs IFRS
Carl Icahn's Letter To Local 54 Employees Of The Trump Taj Mahal
Maglan Capital Up +1.93% In May; +22.29% YTD
Crescat Capital Up 26% In 2014 After "Nailing Oil Trade"
Crescat Capital Up 26% In 2014 After “Nailing Oil Trade”
Howard Marks Takes On Volatility As Measure Of Risk
Howard Marks Memo: Risk Revisted Again
Stephen Yacktman: A "Rockey Start"
OM Group: Another Weasel-Like Deal Where Public Shareholders Are Sold-Out
Olstein All Cap Value Fund 1Q15 Letter To Shareholders
Starvine Capital Corporation 1Q15 Letter To Clients
Value Partners Classic Fund 1Q15 Commentary
The Absolute Return Letter June 2015 – Are bond investors crying wolf?
Tweedy, Browne Fund 2015 Annual Letter To Shareholders
Trapeze Asset Management Q1 Letter: Half Full Or Half Empty
