Bretton Fund: Ross Stores – A Short Case Study

Third Point Q3 Letter: Long Amgen, eBay; Sells Sony, AIG, Hertz

Hugh Hendry Loads Up On USTs, Nikkei Futures; Down 15% YTD

Thornburg Value Fund: Not All Rising-Rate Environments Are Created Equal

Arquitos Capital Up 41% In 2014; Analysis Of SWK NOLs

Dodge & Cox' Stock Fund Third Quarter 2014 Commentary

Longleaf Partners Down In Q3: FDX, BRK Biggest Gainers

Wally Weitz Q3 2014 Shareholder Letter

Broyhill Asset Management: Building an inventory of ideas

Horizon Kinetics – The Absence of Sectoral Diversification in the S&P 500

Weitz Value Fund Gains On VRX, DTV, MSFT, APA, ; Buys DISCA, PCP

FPA Crescent Fund Ups Equity Exposure Cash at 45%

Richard Pzena's Q3 Letter: Matching Time Horizons is Critical

Olesen Value Fund

Visium Global Fund Entered October With Significant Short Plays

Kovitz Investment Group – Q3 Letter: Fundamentals vs. Expectations

Mason Hawkins Hurt By Energy, EM In Q3

David Rolfe: Hardest Time To Beat S&P 500 Since Tech Bubble

Verrazzano Finds European Investing Challanging

Jensen Q3 2014 Investment Commentary