Investor Letters
Bronte Capital’s Largest Holdings
Bonhoeffer Fund Q2 2024 Commentary
Fundamental Equity Long/ Short Funds Drove Gains for This Multi Billion Dollar Multi-Strategy Manager in Q2
Donville Kent Asset Management August 2024 Commentary
Greg Lippman Of The Big Short: Inflation Is Still An Issue; Economy Is Showing Mixed Signals; Recession Is A Possibility [In-Depth]
Google: Trust Busting and Tail Risks Update – Crossroads Capital
Kernow Asset Management Up 2.3% In August 2024
Asset Bubbles and Inflation – Crescat Capital
How David Tepper’s Nephew Launched His Hedge Fund During the Pandemic — and Won Big (In-Depth)
Worldwide Healthcare Partners: Big Players Will Remain Big
Saga Partners 2Q 2024 Commentary
Cooper Creek Investment Thesis – Planet Fitness; A Winning Rebound [In-Depth]
Greenhaven Road Capital 2Q24 Commentary
Stanphyl Capital August 2024 Commentary
Svelland Capital; Solid YTD Gains In Spite Of Several Seasonal Downturns
SkyBridge Investor Letter: Crypto Is The Future; Fiat Currencies Are Losing Ground
Hayden Capital 2Q24 Commentary
Cooper Creek Partners Winning Short Book Approach
