Quarterly Issue
Quarterly Issue
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.
Quarterly Issue
Logos LP 1Q20 Commentary: Down 1.6% Vs TSX Of -13.7% Return
Quarterly Issue
Hidden Value Stocks Q1 2020 Issue
Olesen Value Fund -8.5% in Feb; bought some bargains amidst the panic
Olesen Value Fund +4.3% net in Dec; 2019 review & outlook
Quarterly Issue
Hidden Value Stocks Q4 2019 Issue
Alluvial Fund, LP – October Update
Quarterly Issue
Hidden Value Stocks Q3 2019 Issue
Global Quality Edge Fund 2Q19 Commentary
Quarterly Issue
Hidden Value Stocks Q2 2019 Issue
Rare Quality Micro-Cap: LSI Industries, Inc. (LYTS) Long Thesis
Quarterly Issue
Hidden Value Stocks Q1 2019 Issue
Quarterly Issue
Private Equity Style Investing In Small Caps With Verdad Capital
Quarterly Issue
Hidden Value Stocks December 2018 Issue
Quarterly Issue
Hayden Capital 3Q18 Commentary
Global Quality Edge Fund 2Q18 Commentary – 9 Recent Cases Of Aggressive Accounting
Quarterly Issue
Hidden Value Stocks September 2018 Issue
Quarterly Issue
Hidden Value Stocks June 2018 Issue
Old West Q1 2018 Investor Letter
Quarterly Issue

