Investor Letters
Lowell Capital Value Partners March 2024 Commentary
Lowell Capital Value Partners Letter: Long This Tech Small Cap with A Super-Strong Balance Sheet
Former Odey PM Predicts “More Normal” 2024 for Competitive-Bidding Situations
This Hedge Fund Is Making Significant Headway at Several Companies [Exclusive]
This Event-Driven Value Fund More than Doubled the HFRI Event-Driven Index’s Q4 Return
Roubaix Fund Composite February 2024 Performance Update
Kernow Asset Management February 2024 Update
Black Bear Value Fund February 2024 Update
Longview Capital Likes P/C Insurers: Here’s Why [Exclusive]
Lonely Contrarian Divergence
ProChain Capital February 2024 Commentary
Zillow Powers 2023 Gains for Will Vicars’ Caledonia Despite Shorts Getting Hammered In Q4 [In-Depth Exclusive]
Militia Capital 1Q24 Commentary
Ashva Capital: The Last Active Manager
Stanphyl Capital February 2024 Commentary
Generation PMCA 4Q23 Letter: “Value Or Vile”
John Armitage’s Egerton Capital Is Bullish on Indian Banks, Travel, and Reinsurance… and Amazon [Exclusive]
Teton Capital Won Big with These Stocks in 2023 [Exclusive]
