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.
Many value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core. Now all of the value investors who held fast to their investment philosophy are being rewarded as value Read More
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.
Whitney Tilson T2 Accredited Fund Annual Letter-2010