Value Investing Shareholder Letters
Shareholder Letters
Thanks to a member of the Deep-Value Group at Google Groups or
http://csinvesting.org/2015/01/14/deep-value-group-at-google/ plus we added in a bunch ourselves, including a few macro/commodity funds- enjoy
- Absolute Return Partners
- Baupost Group – four links
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- Seth Klarman: Now’s Not The Time To Give Up On Value
- Baupost: Making Use Of Market Inefficiencies To Find Bargains In Distressed Debt
- Klarman “Catching Knives” Experiences Rare Yearly Loss, Looks Forward
-
Seth Klarman On Value Investing In A Turbulent Market
- Alluvial Capital Management
- Greenlight Capital Management
- Maverick Capital
- Third Point Capital
- Arquitos Capital Management
- Broadrun Investment Management
- Broadview Capital Management
- Curreen Capital Management
- Donville Kent
- Bronte Capital
- East Coast Asset Management
- Euclidean Technologies
-
Ori Eyal August 2015 Letter To EVCM Investors
- Fairholme Funds
- Viking Global
-
Half Moon Capital
- First Eagle Investment Management
- FPA Crescent Fund
- GreenHaven Road Capital Management
- Grey Owl Capital
- GMO
- Brevan Howard
- Lakewood Capital
- James Montier White Paper
- Heartland Advisors
- Horizon Kinetics
- Horizon Kinetics Q4
- Howard Marks Memo – On The Couch
- Howard Marks Memo – What Does The Market Know
- Long Leaf Partners
- Meson Capital
- Nevsky Capital 2015 letter – closing
- Oakmark Funds
- Pershing Square Capital Letter
- Pershing Square Capital Presentation
- Pzena Asset Management
- RV Capital
- Hoisington
- T11 Capital
- Thornburg Investments
- Turtle Creek
- Tweedy Browne
- Wedgewood Partners
- Weitz Funds
