Investor Letters
Carlson Capital Sees Return Of “Goldilocks” Market
Lee Ainslie’s Top 10 Holdings (Q1 2021) – Big Bet On Coupang Inc
This mining and metals fund is having a strong year so far
Alluvial Fund May 2021 Performance Update
Michael Burry: The Deleterious Effect Of Permanent Capital Loss On Portfolio Returns Cannot Be Overstated
Odey Special Situations Buys Distell Ahead Of Bidding War
Roubaix Performance Update; YTD Net Return +13.93%
Trident Fund LP May 2020 Commentary
Blue Eagle Struggled in Q1 but expects fundamentals to start mattering
Hedge Fund Managers Were Up 2.16% In April
April Gains Fortify A Strong Six Months For Multi-Strategy Hedge Funds
Yost presents its long thesis for this airport food operator [Q1 Letter]
This 20 year old value fund likes gold miners despite the falling gold price
Event-Driven Billion Dollar Hedge Funds Lead Industry Gains Through April
Carlson’s Double Black Diamond fund is winning with these event-driven positions
Acacia Capital Returns 4.57% With Help From Irish ferry company [Q1 Letter]
Q1 2021 13F Round-Up: Notable Hedge Fund Changes
This event-driven fund is betting on ChampionX, Caesars and Vista Outdoor [Q1 Letter]
