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Welcome to Hidden Value Stocks, Hedge Fund Alpha’s quarterly newsletter. Every quarter, we publish analysis on two stock picks from two top managers. The full newsletter is for subscribers only, but here you’ll find excerpts from each quarter’s issue, along with updates on ideas featured in previous issues of Hidden Value Stocks. In addition to two stock picks, we’ll also introduce you to the featured managers, providing an in-depth interview about their strategy, how that strategy has changed over the years, their background, how they got into asset management, and more. Subscribe to our Hidden Value Stocks newsletter for the complete deep dive on quarterly stock picks from leading managers.
Foundry Value Master Fund April Letter
Foundry Value Master Fund March 2016 Commentary; Q1 Letter
Stanphyl Capital April 2016 Letter
Stanphyl Capital Q1 letter
CUI Global (CUI)
Foundry Value Master Fund April Letter
Stanphyl Capital Up 20% YTD; Announcements
S&C Messina Capital Semi-Annual Letter – Up 10.2% YTD
Stanphyl Capital May Letter
Foundry Value Master Fund March 2016 Commentary; Q1 Letter
Stanphyl Capital April 2016 Letter
Stanphyl Capital Q1 letter
CUI Global (CUI)
Deutsche Bank Warns South Korea To Focus Outward, Avoid Siren Song of Populism
Russian And Chinese Central Banks Bought Over $90 Billion In Gold Over Past Ten Years
SCW Capital Management On Risk Control
Some Of Nomura's "Grey Swans" More Likely Than Others
Rotation To Value Helps Hedge Funds Add Alpha

