Investor Letters
Vltava Fund 1Q20 commentary: Virus-infected markets
Peter Lynch Letter To Magellan’s Investors Regarding The 1987 Crash
Hayden Capital 1Q20 commentary: Up 4% Through March
Rowan Street 1Q20 commentary & Covid-19 sell-off: What Would You Do If The Stock Market Shut Down For The Next 5 Years?
Black Bear Value Partners 1Q20 Commentary
New Special Edition Resource Page: How Hedge Funds Like Bridgewater, Baupost, Maverick And Many Others Are Navigating Unprecedented Coronavirus Induced Volatility [LAST UPDATED 3/31/20 2:44 EST]
Exclusive: This Klarman protégé made money shorting a major cruise stock [In-Depth]
Bill Ackman Up 100x On Hedges Put On In Early March [Full Letter]
KG Funds Management Re-organizes Portfolio, Ups Short Exposure As It Warns COVID-19 To Have “Profound Effects” On The World
Qualivian Investment Partners Up 40% In 2019; Concentrated Investing: Slugging Percentage versus Batting Average [Q4 Letter]
Now is the time to think like a business owner, not a trader: JDP
Great businesses with strong balance sheets are on sale: Greenhaven
Seth Klarman’s “False” Lessons Of 2008
Global Allocation Volatility Update: Gains From Bearish Bets As Covid 19 Causes Market Collapse
SCOOP: Top Credit Fund Canyon Partners says March on track to be its worst ever month since 1998
Nantahala Capital Management: “Enhancing Our Risk Management Practices” amid COVID-19 sell off
400 Capital Management’s Credit Opportunities Fund: Here’s What This Hedge Fund Giant With A 12.8% pa Return With 2.2 Sharpe Is Doing
Who even remembers the S&P 500 declined 20.2% in Q4 2018? As of last Friday, that is the same amount the S&P 500 has declined in the last month
