Investor Letters
Ivory Fund Sees Positive Returns Amidst Negative Stock Market
Reformed Bull Hugh Hendry Down 4% In January On Long Japan Trade
Trian Partners Calls For PepsiCo Split: Full White Paper
Gabelli 25: People + Process + Philosophy = Performance
"Least Objectionable" Investments Found in EU: TT International
Einhorn: Many Stocks Have Completely Disconnected From Valuations
After Tough Times In 2013, Omni Macro Fund Finds Footing In January
Muhlenkamp Finding Value In Biotech, Energy, Financials
AQR Delivers Mixed 2013 Performance; Managed Futures Was Rare Star
LongLeaf Partners Q4: Gains From CHK, FDX, DELL, AON, LVLT
Commodity Hedge Funds Strike Back: HSBC Weekly
FPA Perennial Fund On The Bullish Case For Signet Jewelers
FPA Paramount Fund On Why Index PE Can Be Misleading Figure
FPA International Value Fund Finds 23 Companies With Margin Of Safety
FPA Capital Fund: Russell 2500 PE Up 30% In 2013, EPS Growth Anemic
Paulson's Advantage Fund Up Nearly 30 Percent Despite Gold Losses
Paulson’s Advantage Fund Up Nearly 30 Percent Despite Gold Losses
SQ Advisors’ Top Holdings: UPS, Oracle, Wells Fargo, Berkshire
