Investor Letters
Gator Financial Partners: CIFC Corp Valuation Analysis
Senvest Bets On Wilbur Ross With Bank of Cyprus Purchase
Fondul Proprietatea – Paul Singer Text Book Activism …. In Romania
Chenavari Toro Top Performing Credit Fund With 20.40% Return For 2014
Cook & Bynum Q2 Letter: First New Equity Position In Two Years
Balyasny Multi-Strategy Funds Gain In August
Marty Whitman Q3 Letter: Importance Of NAV Valuation
Hugh Hendry Apologizes, ‘Shifts’ Investments; Now 107% Long Equities
Burned By Oil, Armajaro Commodities Slides 2.5% In August
Ackman Threatens To Sue Allergan Over Salix Deal [LETTER]
Ariel Investments – August Commentary
Gabelli Value 25 Fund Q2 Letter: Activists All Around
Seth Klarman Cautions Against The Complacency Bubble
Murray Stahl On Problems Calculating P/B For Russell 2000
For Email Subscribers: Baupost Has Best Month In 5 Years
Third Avenue Value Fund Q3 Letter: Bank Investing and Downside Protection
Marty Whitman Q3 Letter to Shareholders: NAV vs Book Value
Maglan Joins Other Hedge Funds in Rush to Argentinian Assets

