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Strubel Investment Management April 2025 Investor Letter: Tariff Edition

Ben Graham Centre’s 2025 Value Investing Conference: Tim McElvaine – Avoid “Mike Tyson” Stocks

Ben Graham Centre’s 2025 Value Investing Conference

Sandon Capital Activist Fund March 2025 Commentary

Vltava Fund Q1 2025 Commentary: Is The Stock Market A Casino?

Today’s Sell-Off – Global Return Value Investments

Jonathan Boyar Comments on Trump’s Liberation Day

Trump’s Policies Spark Bullish Outlook For Emerging Markets – James Syme Reacts (JOHCM)

GDS Investments February 2025 Client Note

Dubai Seeks Regulatory Reforms to Attract Global Hedge Fund Giants

Silver Beech Capital Q4 2024 Commentary

3 Dividend Kings Yielding Over 4%

Quality-Growth Investor Conference 2025: Pitches From Lindsell Train, Fayez Sarofim, GQG, Chilton & More

Value Invest New York 2025: David Iben of Kopernik on Brainwashing and Why It’s Time to Reprogram

Value Invest New York 2025: Pitches From Joel Greenblatt, Samra, Tectonic, Artisan, Hosking, Polaris, Patient & More

Billion-Dollar Hedge Fund Assets Hit Record $3.4 Trillion

Semper Augustus Investments Q4 2024 Commentary

Bank of Japan Holds Rates at 50bps – Nikko Asset Management

Hedge Funds Dip to -0.3% in February 2025, but YTD Holds at 3.7%

How Did Tariffs Impact Hedge Fund Moves? And What Are Allocators Prioritizing As A Result?

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