Investor Letters
Bubbles Are Rational
Third Point Falls -11.5% In Q1, Outperforms In April With Energy Stocks [Full Letter]
Odey Is Shorting Tesla And Protecting Against Inflation By Shorting The Long End Of The Bond Market [Exclusive]
This Fund Took Steep Losses Due To The War In Ukraine
DG Value Outperforms As Credit Positions Hold Up
Black Bear Value Fund April 2022 Performance Update
Choice Equities Down -20.9% In Q1, Remains Constructive On Small Caps
Alta Fox: Down 12% In Q1, Buying High-Quality Small-Cap Names
Sosin’s CAS Investment Partners Slumps 43% As Carvana Stalls [Exclusive]
Maran Capital Sees Value In Small Caps And Demutualization Opportunity
Tollymore Investment Partners Drops -33%, Bulks Up Favorite Holdings
EcoR1 Thinks The Setup In The Sector Is “Beautiful”
Praetorian Capital Returns 15.6% Despite Russian Losses
This Top Value Fund’s Strategy Is To “Cut The Weeds And Water The Flowers”
This Special-Situations Fund Is Finding Opportunities In Healthcare
BTG Pactual Is Positioned For An Aggressive Fed Hiking And QT Cycle
Michael Mauboussin: Financial Statements – One Size Does Not Fit All
McIntyre Partnerships: Hedging Inflation While Looking For The “Fat Pitch”
