Investor Letters
Asia Frontier Capital (AFC) – September 2022 Newsletter
Roubaix Fund Composite September 2022 Performance Update
Qualivian Investment Partners September 2022 Performance Update
Black Bear Value Fund September 2022 Update
Black Bear Value Partners 3Q22 Commentary
DG Value Slumps 27.8% YTD; Sees Plenty Of Value In Mid Caps [Exclusive]
Qualivian Investment Partners 2Q22 Investor Letter
Trident Fund LP September 2022 Performance Update
Vltava Fund 3Q22 Letter: Main Investments in the Vltava Fund Portfolio
Absolute Return Partners October 2022: The Rise of Wealth-to-GDP… And the Long Road to Normalisation
Comus Investment – Q3 Performance Update
Carlson Capital Tells Investors: Twitter Still Has Tremendous Upside [Exclusive]
Here Is What Electron Capital Told It’s Investors On A Recent Call [Exclusive]
Bonhoeffer Fund August 2022 Performance Update
Qualivian Investment Partners August 2022 Performance Update
Arnott Capital – August Performance Update
Crispin Odey Is Killing It In 2022 With A 135 Percent YTD Return [Exclusive]
Bill Ackman: The Fund Manager’s Dilemma
