Below are two one-page letters I’d never seen before, dated 1976 and 1994, from Buffett to “the Hilton Head Group” and “the Lantana Group”, respectively, about Walter Schloss and his remarkable long-term track record. Enjoy! Thanks to Whitney Tilson for passing these along.
Walter Schloss Letters embedded below
Buffett Letters-Walter Schloss-1976, 1994 by ValueWalk.com
Michele Ragazzi's Giano Capital returned 1.9% for March, taking the fund's year-to-date performance to 1.7%. Since its inception, Ragazzi's flagship fund has produced a compound annual return of 7.8%. According to a copy of the €10 million fund's March update, a copy of which ValueWalk has been able to review, Giano's most significant investment at Read More