Investor Letters
Tom Gayner: GAAP Accounting: A Map That Can Lead You Astray
Carlson’s Double Black Diamond Fund Is Preparing For More Volatility
This Global Macro Fund Was Nearly Flat Amid Continuing Macroeconomic Pressures
Arnott Capital – August Performance Update
Roubaix Fund Composite August 2023 Performance Update
Black Bear Value Fund August 2023 Update
Trident Fund LP August 2023 Performance Update
Bonhoeffer Fund August 2023 Performance Update
Warren Buffett: A Public Opinion Poll Is No Substitute For Thought
Fund With 15.5% Annualized Returns Profits With Mid-Cap Value
Rokos Capital: Japan Will Raise Rates In The Next 18 Months [Exclusive]
Keith Meister Is Keeping Pace With The S&P Despite Its Low Tech Exposure
This Top Long/Short Equity Fund Is Winning Big On The Long Side
Arnott Capital – July Performance Update
Klarman Continues To Reduce Baupost’s Equity Exposure In Q2
Alluvial Fund July 2023 Performance Update
Corvex Select Equity, Up 20.5% YTD Discusses Top Holdings [Exclusive]
David Einhorn: “Animal Spirits” Have Returned To The Anti-Value Pockets Of The Market
