Investor Letters
Olesen Value Fund L.P. – July 2014 Update
Pershing Square Q2 Letter: IPO, Herbalife, Reflections
Miura Global Up 7.4%, Bullish On Southern Europe & Chinese Tourism
Rothschild Concerned Over Rising Inequity, Social Tensions
Ariel Investments: July 31 Commentary
Patient Capital Management Q2: Bubbles Everywhere?
Lakewood Capital Up 4% In Q2, Discusses New Shorts
Wintergreen Advisors Q2 Letter To Investors: Gains Abroad
Tilson Up 16% In 2014; Still Bearish On Herbalife Ltd. (HLF)
GMO Q2 Letter To Investors
Maglan Capital Concerned About August But Up 11% YTD
Zeke Ashton's Centaur Fund Q2 Letter: Stocks We Like
Dan Loeb Adding To Exposure Amid Global Economic Health
Greenlight Masters Up 5.8% YTD With Gains In Lonestar
Fairholme Up 7% In Q1; AIG Now 49% Of Fund
Westwood Holdings: "Is Media Content Still King?"
Grey Owl Capital: A Quick Review of the Past 7 Years
David Einhorn Decreases Long Exposure as Risks Grow
