Investor Letters
This Rhode Island based hedge fund compares BlackRock’s market dominance to that of Walmart
Hedge Funds’ Exposure To The Market Is Rising
Asian hedge fund presents thesis for game streamer
A thesis for going long on LiveRamp From Admiral Capital Partners
Scoop: Canyon Sees Profits Ahead As Distressed Companies Clean Up Balance Sheets
Stony Point Up In Q1 Seeking Refuge In SaaS Amid Volatile Markets
Alluvial Fund May 2020 Performance Update
DG Value Partners makes up lost ground in May thanks to these debt bets
Value Briefs
Trident Fund LP May 2020 Performance Update: Up 7% YTD
Global Return Asset Management May 2020 Update: Up 16% YTD
Black Bear Value Fund May 2020 Update
Steve Cohen Alum Expects Market Rally To Fade In H2
Cobia Capital Profits In Q1 Buying Deep Value Tech
This Hedge Fund Is Making A Big Bet On John Malone Stocks
Moon Capital Struggles In Q1, Finds Value In Egypt And Turkey
Gaming Focused Hedge Fund Profits As Gaming Stocks Surge In 2020
DX2 Capital LP: Working From Home Trend Won’t Last
This fund run by a SAC Capital alum bought restaurant stocks amid the pandemic

