Investor Letters
AusCap January 2024 Letter – Not Middle Of The Pack: Why We Back Australian Mid Caps
Alluvial Fund 4Q23 Commentary
Praetorian Capital Fund 4Q23 Letter
Greenlight Registers as Commodity Pool Operator as Fund’s Solid 23 Dampened by Q4 Buying Frenzy
Blue Tower Asset Management 4Q23 Commentary
First Eagle Global Value 2023 Annual Letter
Deutsche Bank, Ericsson, Inditex, and Ryanair Drove this Odey Cub’s Q4 Performance
Great Money Managers – LCH Investments
Arquitos Capital Management 4Q23 Commentary
SVN Capital Fund 4Q 2023 Commentary
Roubaix Fund Composite December 2023 Performance Update
Kernow Asset Management December 2023 Commentary
Black Bear Value Fund December 2023 Commentary
Vltava Fund Q4 2023 Letter: The Year 2023, The State Of The Markets, And Where We Will Look For Investments In 2024
Militia Capital Full Year And Q4 2023 Commentary
Absolute Return Partners: The Big Questions as We Begin a New Year
Stanphyl Capital December 2023 Commentary
Value Briefs
Deconstructing the Powell Pivot – Crescat Capital
