Investor Letters
Voss Capital Adds 13.6% In Q4, Thinks It’s The Best Time “In Modern History” To Buy Value Stocks
The Little Gold Ring
Rotation From Growth To Value Continues And Hedge Funds Largely Meet Expectations
Alkeon Sees High-Quality Growth Stocks Getting Scarce
Christopher Bloomstran: The Process Of Getting And Staying Rich In Investing Should Be Boring
Hedge Fund Alpha’s March 2022 Hedge Fund Update: Crypto Funds Suffer In Jan, Lack Alpha
Greenlight Masters Returns 9.4% As Einhorn’s Flagship Fund Lags [Exclusive]
Lee Ainslie’s Maverick Capital Won With Coupang In 2021 [Exclusive]
Exodus Point Has A Long Bias Toward The U.S. And Short Bias Toward Europe [Exclusive]
This Debt And Equity Value Fund Outperformed With Syncreon, Employbridge And Isola
Maverick Capital Closes Maverick Growth As Private Valuations Plunge [Exclusive]
Warren Buffett: Berkshire’s ‘Edge’ When It Comes To Making Acquisitions
Third Point Adds 22.7% Thanks To Private Investments [2021 Letter]
Odey Special Situations Fund Declines -1.2% In January, Finds New Arbitrage Deals
Lee Ainslie’s Maverick Expects The Post-Stimulus Era To Be Attractive For Their Approach [Exclusive]
This Multi-Strategy Fund Outperformed The S&P With Its Long/Short Equity Book
13F Roundup: Top Hedge Fund Positions In Q4 2021
Millennium’s Israel Englander Highlights Recent Volatility, Team Expansion [Exclusive]

