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Rowan Street Capital commentary for the year ended December 30, 2020, discussing their value investing approach to the 21st century. Q4 2020.....»»

Stanphyl Capital commentary for the month ended December 31, 2020, discussing the changes to thei.....»»

Logica Absolute Return and Logica Tail Risk.....»»

Hayden Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. The fund posted a return of 4.10% for t.....»»

Hayden Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. The fund posted a return of 4.10% for t.....»»

Hayden Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. The fund posted a return of 4.10% for t.....»»

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which .....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which .....»»

Stanphyl Capital’s letter to investors for the month ended April 30, 2020, discussing their new long position Data I/O Corpo.....»»

Discussion of markets and holdingsCheck out FPA Capital Fund Stock Picks » Download GuruFolio Report of FPA Capital Fund (Updated on 04/29/2020)Related Stocks: NBL, VNOM, ISBC, ALGT, SAVE,.....»»

Discussion of markets and holdingsCheck out Spiros Segalas Stock Picks » Download GuruFolio Report of Spiros Segalas (Updated on 04/29/2020)Related Stocks: NFLX, AMZN, BA, MA, GS, HUM, DIS, XPAR:AIR,.....»»