Investor Letters
Odey’s Special Situations Fund highlights Formula One and Shaw
[Exclusive] Voss Value Surges On Small-Cap Housing Stock Bets
This activist fund is targeting Canaccord Genuity, Dell and CACI [Exclusive]
Exclusive: Third Point is diving into the private and SPAC markets [In-Depth]
Exclusive: Dan Loeb’s Two New Stock Picks [Q1 Letter]
Off Best Quarter In Its History, Maverick Capital Announces Changes To Short Strategy [Exclusive]
Steamboat Capital doesn’t like SPACs, but invested anyway; here is why [Q1 Letter]
GrizzlyRock: Long Thesis For This European Travel Company [Q1 Letter]
Trident Fund LP April 2021 Performance Update
Exclusive: Lee Ainslie’s Coupang Stake Helps Maverick Report The “Strongest Quarter In Our History”
Exclusive: Half Moon Capital Is Burned By These Shorts In Q1
Q1 Letter: Activist Firm Legion Believes There’s Value In Retail
Carlson pushes for agreement with largest position, SWK Holdings: Q1 Letter [Exclusive]
Saga Partners 1Q21 Performance Update
EXCLUSIVE: JAM Partners Sets Up New Community Bank Fintech Fund
Long/Short Equity Turns Red, Event Driven Funds See Revival
Hedge Fund Alpha’s May 2021 Hedge Fund Update: Brevan Howard Buying Crypto Assets
Here Is What “The World’s Greatest Turkish Equity Analyst” Is Buying: Talas 2020 Letter
