Investor Letters
Hedge Fund 13F Round-Up For Q2 2020: Notable Positions And Changes
Value Briefs
13F Screener Updated: See What Top Hedge Funds Did In Q2
Einhorn’s FOF Re-positions Portfolio, Makes New Seed Investment In Year Marked By “Speculative Exuberance”
Willow Oak Asset Management 2Q20 Commentary: Looking For Emerging Managers To Seed
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
RGA Investment Advisor 2Q20 Commentary: The Tale of Two Markets
DG Value’s Debt Bets Help Fund Profit In Q2
Credit Fund With Sharpe Ratio of 2.2 Surges 13.7% In 2020
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Voss Capital is betting on a housing market boom
Einhorn Tells Investors: Tesla Is Gaming S&P 500 Index Committee
Worm Capital July 2020 Performance Update: Up 152% YTD
Seth Klarman: Investors Can No Longer Rely On Mean Reversion
Trident Fund LP July 2020 Commentary
David Einhorn Has Rough Quarter Despite Gains On Wirecard Short (Q2 2020 Letter)
Seth Klarman Tells His Investors: Central Banks Are Treating Investors Like “Foolish Children”
Q2 Letter: Baupost won big in Q2 with PG&E, eBay, Liberty Global
Avenir Capital 2Q20 Commentary
