Investor Letters
Hedge Fund roundup: December numbers are in
Massif Capital 4Q19 Commentary: Resource Conversion – Alternative Perspectives Wealth Creation and the Capital Cycle
Livermore Partners 4Q19 Commentary Up 137.52% In 2019
Bill Gates: Q3 2019 – Top New Buys, Top Sold Out Positions
Financials Bets Boost Vilas To Up 107% Returns In 2019
Black Bear Value Fund December 2019 Commentary
Howard Marks January 2020 Memo: You Bet!
Logos LP 4Q19 Commentary: Investing In The Age Of Intangibles
Charles Munger: Q4 2019 Top 10 Holdings
Chilton Capital Management’s REIT Hedge Fund Adds 31% In 2019
This hedge fund expects tech stocks to soar as labor shortage hits corporate America
Global Return Asset Management December 2019 Commentary
Vltava Fund 4Q19 Commentary: Price And Value (A User’s Manual)
Key Takeaways From The Latest Hedge Fund Side Letter Trends
Carlson Seeks Value In Japan As Hedge Fund Struggles In 2019; Looks To Hire In US & Abroad
Blue Mountain hit on distressed and special situations
Howard Marks: Q3 2019 Top 10 Holdings

