Investor Letters
David Einhorn Top 10 Holdings (Q2 2021)
Alluvial Fund August 2021 Performance Update
Terry Smith: Investing In Bitcoin Is Greater Fool Theory
Roubaix August 2021 Update; YTD Net Return +12.02%
Chilton Updates Outlook On Healthcare REITs
Black Bear Value Fund August Performance Update
Odey’s Adrian Courtenay Explains Why Merger Arbitrage Is Such A Good Strategy
This Event-Driven Fund Won In August With The Largest U.S. Cannabis REIT
Giano Capital Adds Cyclical Stocks A “Barometer” Shows Rising Inflation
Ashva Capital August 2021 Commentary
Cornwall Capital: The Patient Fat Tail Approach
Value Briefs
Thomas Russo: Berkshire Has The Least Amount Of Agency Cost Of Any Company I Follow
Liberty Park Capital Up 8.1% With Market-Neutral Strategy; Shorting These Cyclical Stocks
KG Investments Underperforms As Alibaba Drags [Exclusive]
Trident Fund LP August 2021 Performance Update
Absolute Return Partners September 2021: The Healthcare (R)evolution
Howard Marks: How To Recognize When The Odds Are Against You
This Under The Radar Top Performing Value Fund Is Focused On Local TV Broadcasters And Regional Air Freight

