Relax, Mr Piketty, Inequality Will Be Reversed Big Time by Marathon Asset Management, dated Aug 2014. This is discussed in their new book Capital Returns: Investing Through the Capital Cycle:... Read More
Turtle Creek manager's commentary for the fourth quarter ended December 31, 2015.
The net asset value of Turtle Creek Equity Fund increased 7.0%1 in the fourth quarter, significantly better than... Read More
“Capitalism is the unequal distribution of wealth – but socialism is the equal distribution of poverty.” – Unknown
Q3 hedge fund letters, conference, scoops etc
This is my last post... Read More
Eric Heyman, portfolio manager of the Olstein Strategic Opportunities Fund, screens for companies whose financial resources and management heft can help them overcome strategic challenges and short-term problems reflected... Read More
The headline’s from yesterday’s Elliott Management investor letter centered on Paul Singer’s call for an end to “financial lawlessness.” The twenty-five page letter, however, included additional insight regarding the activist... Read More