Whitney Tilson is the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former (http://www.T2PartnersLLC.com) manages three value-oriented private investment partnerships, T2 Accredited Fund, Tilson Offshore Fund and T2 Qualified Fund, while the latter is comprised of two value-based mutual funds, Tilson Focus Fund and Tilson Dividend Fund (www.tilsonmutualfunds.com).
He is the author of More Mortgage Meltdown: 6 Ways to Profit in These Bad Timeswhich we reviewed here., and co-author of the best book on Charlie Munger, Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger.
To see my lengthy interview with Whitney Tilson from earlier this year click here.
Below is Whitney Tilson’s T2 hedge fund annual letter. It contains a detailed analysis of his stock picks, the most famous being BP (disclosure I am long BP) which he bought at the height of the oil spill crisis. I actually got in the stock a few days before Tilson announced he was long the stock and have definately not regretted my decision.