Hidden Value Stocks
Welcome to Hidden Value Stocks, Hedge Fund Alpha’s quarterly newsletter. Every quarter, we publish analysis on two stock picks from two top managers. The full newsletter is for subscribers only, but here you’ll find excerpts from each quarter’s issue, along with updates on ideas featured in previous issues of Hidden Value Stocks. In addition to two stock picks, we’ll also introduce you to the featured managers, providing an in-depth interview about their strategy, how that strategy has changed over the years, their background, how they got into asset management, and more. Subscribe to our Hidden Value Stocks newsletter for the complete deep dive on quarterly stock picks from leading managers.
Bonhoeffer: October 2019 Performance Update
Olesen Value Fund up 1.6% in Oct; new investment in ALDR contingent value right
Alluvial Fund, LP – October Update
Saga Partners’ 3Q19 Investor Letter
Livermore Partners Q3 Partners Report -7% in Q3 and +65.53% YTD net
2019 Q3 CEF Investor Letter
Maran Capital – 3Q 2019 Letter
Alluvial Fund, LP – Third Quarter 2019 Letter to Partners
Tollymore Investment Partners 3Q19 Commentary: Profiting from lazy journalism
Arquitos Capital: Q3 2019 Investor Letter
Old West Q3 2019 Investor Letter
Olesen Value Fund up 4.4% in Sep — Q3 Letter
Quarterly Issue
Hidden Value Stocks Q3 2019 Issue
Olesen Value Fund -3.0% in Aug; new small cap special situation investment
Articles

