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Posts Tagged ‘Investor Letter’

Bill Miller

Miller Value Partners’ Market Highlights Q2 2019

Miller Value Partners, founded by a well known hedge fund manager Bill Miller in 1999, recently released its Market Highlights for Q2 2019, a copy of......(read more)
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Ewing Morris & Co. Investment Partners Ltd.’s Q2 2019 Investor Letter

John Ewing and Darcy Morris founded Ewing Morris & Co. Investment Partners Ltd., an investment management firm, in 2011. They launched their own company......(read more)
stocks, analysis, market, numbers, business, ticker, trade, money, price, investment, index, chart

MPE Capital’s 2019 First-Half Letter to Investors

MPE Capital, founded by Michael P. Ershaghi, recently released its 2019 First-Half Letter, a copy of which you can download below.This is an investment......(read more)
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Black Bear Value Partners LP’s Q2 2019 Letter

Black Bear Value Partners, managed by Adam Schwartz, recently released its Q2-2019 investor letter, a copy of which can be downloaded below. Adam Schwartz......(read more)
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Spree Capital Advisers’ Q2 2019 Investor Letter

Spree Capital Advisers recently released its Q2 2019 Investor Letter, a copy of which can be downloaded below. The fund is managed by Thatcher Martin......(read more)
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Merion Road Capital Management’s Q2 2019 Letter

Merion Road Capital Management LLC, a registered investment adviser based in Miami, Florida, recently released its investor letter for Q2 2019, a copy......(read more)
Covalis Capital's Returns, AUM and Holdings

Absolute Return Partners’ The Absolute Return Letter – July 2019

Absolute Return Partners, an investment advisory firm, recently released The Absolute Return Letter, a copy of which you can download below. The firm......(read more)

David Einhorn Investor Letter: Long Altice USA Inc (ATUS), BT Group PLC (BT), Still Short Tesla Inc (TSLA)

David Einhorn‘s Greenlight Capital has yet to submit its 13F for the September 30 reporting period, but thanks to the fund’s Q3 investor letter......(read more)
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Hedge Funds Lay Out Bullish Cases for Tyson Foods, Credit Acceptance Corp, and More

Given that the third quarter is in the rear view mirror, a number of elite funds have released their latest investor letters. Among the sea of information......(read more)
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Sui Generis Lays Out Bearish Oil Price Thesis

Although industry fundamentals have markedly improved and crude prices have soared since February, there are still some energy bears. Given that it’......(read more)
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Polaris Capital Posts Strong Q3, Talks JM Smucker, IGT, More

Bernard Horn‘s Polaris Capital Management LLC is a value investment management firm, which holds a well-diversified portfolio of global equity products......(read more)
computers, work,

Wedgewood Partners: Apple Stock Suffering From “Hit-Driven” Fears; QUALCOMM Balance Sheet “Fortress-Like”

Wedgewood Partners is a prominent large-cap equity asset management company, which follows a growth-oriented investment philosophy. It was founded in......(read more)

Whitney Tilson Praises Obama for Stock Market, Discusses Herbalife, Walmart, Wells Fargo

Whitney Tilson is a famous value investing fund manager and is the founder of Kase Capital Management. Tilson has been in the investing business for 18......(read more)
genetically modified foods

Monsanto Company (MON), Comcast Corporation (CMCSA) And Rockwood Holdings Inc. (ROC) Are Larry Foley And Paul Farrell’s Top Stock Pics

Founded in 2009 amid fears the financial world was about to crumble, Bronson Point Partners boasts a 58.5% return since then. The fund was founded and......(read more)
Mason Hawkins, Southeastern Asset Management

Mason Hawkins Southeastern Asset Management Year-End Investor Letter

Mason Hawkins’ Southeastern Asset Management ( delivered its 2011 year-end investor letter. In 2011, its Partners Fund lost......(read more)