- Q1 2019 small cap value with Gate City and Breach Inlet
- Q1 letters
- Q2 small cap stocks
- Q2 notable positions, Q2 13F stats
- Q3 2019 letters
Absolute Return Letter May 2019, titled, “Addicted To Oil?” 5/11
- The Absolute Return Partners letter for the month of June 2019, titled, “The Cost Of Rising Populism.” 6/4
- Absolute Return Partners letter to investors for the month of July 2019, titled, “Energy Misconceptions.” 7/3
Alluvial 5/8
Alta Fox 7/25 AlphaClone 8/3 Alluvial 7/30 Atlantic article 8/13 Askeladden Capital 7/2Angelo Gordon article 5/30
- Consumer credit article5/30
- Q2 letter article 8/20