
Investor Letters


Boothbay Positive In May As Multistrat Fund Increase Allocations To Top PMs

“The Big Short” Greg Lippmann Remains Defensive Amid Shaky Credit Markets [Q1 Letter]

Crossroads Capital May 2025 Performance Update

Horizon Equity Up 14% In May As AI Bets Deliver

Howard Marks June 2025 Memo: More on Repealing the Laws of Economics

Mining: The Bedrock of Innovation and Industrial Revival – Crescat Capital

Cable Car Capital 2025 Letter: Long ORKA

Silver Beech Capital Q1 2025 Commentary

Qualivian Investment Partners Q1 2025 Commmentary

Alpha Low Volatility Fund May 2025 Commentary

Courtenay Special Situations Fund Surges 6.5% in May, Amid Gains On Canada-Listed Merger Arb

Gramercy Funds Bet On Tax Reform

ProChain Capital May 2025 Update

Winton’s Macro Fund Hit In April On Long USD Position

RPD Fortress Fund Up +1.47% Net in May; Tightens Liquidity Terms for New Investors Starting September

ASB Partners Q1 2025 Commentary

TMR Capital April 2025 Performance Update & Nasdaq co. Acquisition

Black Bear Value Fund May 2025 Update
