Investor Letters
John Rogers' Ariel Fund December 2014 Letter
GMO Q4 Letter To Investors:The Oil Shock
Muhlenkamp Investment Fourth Quarter 2014 Letter
Akre Focus Fund 2014 Letter To Investors
Pender Value Fund Up 28% In 2014 [UPDATED]
Horizon Kinetics Asks Why Berkowitz, Gabelli, Winters, And Hawkwins Have Been Underperforming
Dodge & Cox 4Q14 Commentary
Crystal Cove: The Advantage of Being a Long-Term Investor
Wally Weitz Investment Management Q4 Letter
Mawer Investment Management 2014 Annual Commentary
Glenview's Larry Robbins Bets On A 2015 Baby Boom
Glenview’s Larry Robbins Bets On A 2015 Baby Boom
Farnam Street Investments: Dearth Of Value In The Market
Glenview Delivers 19 Percent Return As Robbins Discusses the Road Ahead
Olesen Capital Management 4Q14 Letter to Shareholders
David Herro's Oakmark International Small Cap Fund 4Q 2014 Letter
Ruffer January Letter: Deflationary conditions Are As Strong As Ever
Greenwood Investors 2014 Letter: Long Fiat

