Investor Letters
This Event-Driven Fund Likes The Payments And Cable Sectors
Howard Marks: There’s A New World Order
SteamBoat Capital Is Tapping Into The ESG Hype, But Not In The Way You Think
This Metals And Mining Fund Killed It In October With A 21 Percent Return
Hawk Ridge Presents Long Thesis For A French Fry Maker
Canyon Sees Opportunities In Distressed Debt But Remains Cautious
Q3 2021 13F Round-Up: Top Hedge Fund Changes, Pabrai, Abrams, Price, Klarman And More!
GMO: There’s Nothing More Frustrating Than Watching Your Neighbor Get Rich
Canyon Capital Is Riding The Wave Of Increased M&A
Southpoint Capital Is Tapping The Pent-up Demand In Special Situations [Exclusive]
This Top Value Fund Found A Low-risk Way To Win With SPACs
Carlson Capital’s Double Black Diamond Fund Rises On Clean Energy Exposure [Exclusive]
Russell Clark Blames QE And China As Shuts Down His Global Fund After Rising Losses [Letter]
This Value Fund Won With Clearwater Paper In Q3, Is Betting On 1Life Healthcare
Roubaix October 2021 Performance Update; YTD Net Return +10.43%
This Hedge Fund Did Better With Shorts In Q3
Odey Special Situations Fund Books 21.7% Gain On DWAC Exposure
This Activist Fund Is Winning With Education And Financial Services [Exclusive]

