Investor Letters
Black Bear Value Fund March 2023 Update
Oakmark Funds: Bill Nygren Market Commentary Q1 2023
Roubaix Fund Composite March 2023 Performance Update
Joel Greenblatt: There’s A Big Dichotomy In The Opportunity Set Right Now
Trident Fund LP March 2023 Performance Update
Kernow Asset Management – March Performance Update
Clint Carlson Sees A Soft Landing As “Implausible At Best” [Exclusive]
DG Value Profits From Credit Rally [Exclusive]
Open letter to Shareholders of Illumina, Inc.
Icahn Responds to Illumina’s Obfuscations
Seth Klarman – Top 10 Holdings – Latest 13F
Hedge Fund Alpha’s April 2023 Hedge Fund Interactive Newsletter: Macro Fund Haidar Slumps 43%
Icahn Responds to Illumina’s Obfuscations
Icahn to Commence Investigation into Value Destruction by Illumina’s Board
Alluvial Fund February 2023 Performance Update
Qualivian Investment Partners February 2023 Performance Update
These Healthcare-Focused Hedge Funds Are Positioning For EM And Sector Recoveries [Exclusive]
Chris Bloomstran: The Future For The Fab 5 – Apple, Microsoft, Google, Amazon And Facebook

