Investor Letters
Maglan Capital Up 11% In Q1 2014 After 60% Return In 2013
Polygon Global Up 10% In Q1 With Big Gains On Portugal Bet
Hugh Hendry Down 6% In March As Bullish Bet Turns Sour
Oakmark Select Fund Q1 Letter: Gains On TXN, BEN, CBG
Wallace Weitz Shareholder Letter Shows Comfort With Current Position
Bill Nygren Q1 Letter: Long C, GIS, SNY, DEO
Gavekal: Analysts Wearing "Economic Beer Goggles"
Niederhoffer: CTAs Could Face Historic Challenges From Rising Rates
Larry Robbins On Monsanto's Impenetrable Moat and Hertz's Core Value
After 300% Return On Fannie, Freddie Prefs Value Fund Buys Russia
Rothschild: China Will Be Tested by Corporate Defaults
Glenview Capital Lauds Activism, John Malone; Notes J.C.Penney Mistake
Bestinver Reduces Spanish Exposure, Increases Cash Holdings
Loeb Up 3.1% In Q1; March Portfolio Return Summary
Armored Wolf Notes Ukraine News With Skepticism, Questions Citigroup
Westport Select Cap Fund: Massive Positions In UHS, PCP, WSH
Canyon Capital Has Strong February With Gains On I-Bank Liquidation
Brevan Howard Losses Mount As Fund Looks To Housing For Relief

