Investor Letters
Viking Global Up 8.3% In 2015; Hedge Fund Boosts Valeant Stake
T11 Capital Management 2015 Annual Letter: Up 40%, Long Lehman Capital Trust Preferreds
Horseman Capital Management: Yellen Knew The Words Vader Spoke Were True
Global Return Asset Management 2015 Letter: Verizon & Spectrum Analysis
Ron Muhlenkamp 4Q15 Letter: Searching For Yield In A Low Interest Rate World
Rothschild: Oil Market Is More Finely Balanced Than Is Generally Understood
Howard Marks New Memo: The Negatives Build
Hempton 2015 Letter: "Valeant is a potentially lethal mix of byzantine accounting"
Oakmark Select Fund 4Q15 Commentary
Hendry's CF Eclectica Absolute Macro Fund Holds Massive Position In USTs
Songbird Asset Management Up 10.21% In 2015
SNAFU: Situation Normal, All-FANGed Up
Bill Nygren 4Q15 Market Commentary: There is no such thing as over-diversification
Horizon Kinetics: The Largest 15 Companies In The S&P Index Have An Aggregate Market Cap Of US$4.7Tn
Apollo Asia Fund 4Q15 Report: Upheaval And New Perspectives
Starvine Capital Corporation: The uncommon sense of a checklist
Vltava Fund 4Q15 Letter: Why Not To Invest With Us
Nevsky Capital Closes Due To Market Structure Worries
