Investor Letters
Global Return Asset Up 40% YTD On -54% Net Exposure: This American Icon Had Success Hiring Rejects 50 Years Ago
Black Bear Value Fund November 2019 Update
ADW Capital: Up 7.4% YTD, Concentrated Bet On this small cap
Alluvial Details new “interesting [micro-cap] holding” in construction industry
This hedge fund is winning by focusing on lesser-known EM names
Alkeon Growth Partners: Tech Sector Could Become 50% of S&P 500
Partners Group Private Equity: Looking For “Transformative Trends” And ” Valuation Resilience”
Absolute Return Partners: A Future Embedded in the Present
Global Quality Edge Fund 3Q19 Commentary: Detailed Case Study Of ERP Provider
InvestingNook: Singapore Construction Industry + Tiong Woon & BRC Asia
Hedge fund roundup: Here are some of the theses covered in recent letters
This software-focused fund had a strong second quarter thanks to its bullish outlook and is looking to hire
This Hedge Fund With A Sharpe Of 2.56 Warns “An Increasing Number Of Storm Clouds Building”
This Hedge Fund Is Buying Tobacco As It Believes Vaping Scare Is “Overdone”
This deep value fund outperformed on a “once-in-a-lifetime” opportunity; now has 50% of its AUM in ONE stock
Dorsey Asset Management Up 30.9% YTD: Looks For Value In Latin America
HG Vora bought these bonds and stock
How Has Volatility Affected Small Cap Deep Value?
