Investor Letters
March Manager Performance Snapshot
[Q1 Letter] Mohnish Pabrai Struggles In Falling Market, Sells Fiat
Carlson Capital: the Fed is “bailing the drunks out of jail”
Farnam Street Investments April 2020 Commentary: Big Data
Horos Asset Management 1Q20 Commentary: The Importance Of Mental Models
Mangrove Partners Loses 39% In 12 Months As Short Book Struggles; Takes Physical Possession Of Two Tankers
This hedge fund manager who warned of the Coronavirus crash sees markets tanking further
Corsair Capital struck by steep decline in small caps
Value Briefs
Blue Tower Asset Management 1Q20 Commentary: A Paradox As Value Continues to Trail Growth
Carlson Capital Sees Merger Arb Opportunities In Markets “Unlike anything we have seen in our careers”
Chilton Capital: These are the best REIT types during the coronavirus pandemic
Eschler Recovery Fund 1Q20 Commentary
This energy hedge fund run by SAC alum sees opportunities in the sell-off
Balyasny Asset Management: Up 4.75% YTD, 4.5 Sharpe In March; Credits Lessons Learned From The Financial Crisis
Fresh off 24% return in March, Odey evoking Adolf Hitler says the pain is just starting
Lakewood Capital Down 31% In Q1: Shorting The Following “Questionable Korean Biotech Companies”
McLain Capital 1Q20 letter to investors
Value Briefs
Hidden Value Stocks Q1 2020 Issue: In-Depth With Focused Compounding Capital On Their Favorite Micro/Small Caps
