Bronte Capital Shareholder Letters: First Solar Case Study

Bronte Capital has racked up one of the most impressive performances of its hedge fund peer group over the past six years. From inception during the first-half of 2009, to the beginning of July 2014, when Bronte Capital pooled its funds, the group’s separately managed accounts produced an annualized return of 31.5% and cumulative return of 293.2% after fees.

Below is a copy of Bronte Capital's client letter for the month ending 31 March 2010. During the month, the . . .

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