Investor Letters
JANA Partners Reiterates Calls For PetSmart Sale
Bruce Berkowitz Q2 Letter: FNMA, FMCC Prefs 15% Of Portfolio
Hurt By MU, MRVL Greenlight Returns Negative 2.6% In July
Corsair Capital's Thesis on SeaWorld: Q2 Letter
Balyasny Up 5% YTD; Leverage Nears 500%
Khrom Capital Up 1.1% In H1 Amid Lack Of Compelling Valuations
The Gabelli Asset Fund: Activists All Around
Invesco European Growth Fund Second Q2 Letter
East Coast Asset Management Q2 Letter – Horse in Motion
Glenview's "Special Situation" Looks Like "Texas Hedge"
Glenview’s “Special Situation” Looks Like “Texas Hedge”
Hugh Hendry's Bad Year Continues As Fund Down Nearly 10%
Bill Gross On His Drunken Talk With Vietnamese Taxi Driver
Paul Singer Warns of Social Unrest if Inequality Unaddressed
Glenview's Larry Robbins Finds Value in What Could Be MVP Year for Stocks
Glenview’s Larry Robbins Finds Value in What Could Be MVP Year for Stocks
Ron Baron Ups Tesla Motors Inc Stake; Says Valuation Justified
