Investor Letters
Exclusive: Izzy Englander’s Millennium Management Focuses On Longer Term Capital
Far View Adds 34.4% In 2020, Revisits Strategy After Missing Opportunities; like this Nordic “Amazon” style stock
Black Bear Value Fund January 2021 Update
Steamboat Capital Explains Why Shorting Has Gotten So Dangerous
Half Moon Capital Returns 12.2% In 2020 Despite Short Position Drag
Crescat Capital February 2021 Update
Exclusive: Millennium Reports Its Highest Return In 20 Years As Firm Boosts Hiring
Worm Capital January 2020 Performance Update
Southpoint Capital Returns 28.6% In 2020 Thanks To Recovery Bets Like Uber [Exclusive]
This fund is bullish on SPACs and had a profitable short book in 2020
2020 Letter: Maverick Is Set To Take Advantage Of The Great Hedge Fund Unwind [Exclusive]
Lessons From Baupost Group’s 1994 Letter
2020 Letter: Kerrisdale Outlines Long Thesis For This ESG Tech Stock
Blue Tower Asset Management 4Q20 Commentary
Greenhaven Road Capital 4Q20 Commentary
Livermore Strategic Opportunities February 2021 Update
DG Value Adds 23.7% In 2020, Plans New SPAC Fund
Exclusive: Maverick Capital had a strong 2020 despite conservative positioning

