Global Return Asset Management year-to-date results and activity summary for the month of November 2015.
Year-to-date and net of fees and expenses, GLOBAL RETURN has more than doubled the S&P 500 by generating a 2.34% return. The S&P 500 has returned 1.04% year-to-date. More impressively, at the end of November, we had nearly 28% of assets in Cash.
Olstein All Cap Value Fund's second quarter letter to shareholders for the fiscal year ended June 30, 2014. Dear Fellow Shareholders: For the fiscal year ended June 30, 2014, Class C... Read More
Co-CIO Francis Gannon on what increased volatility, lower returns, and low interest rates mean for the small-cap market. Q1 hedge fund letters, conference, scoops etc User:klip game [Public domain], via Wikimedia... Read More
After some of the worst market environments in the history of certain hedge fund strategies, a handful of institutional investors appear to be scratching their heads as to the... Read More
FPA 2013 Q3 Fund Fact Sheets below some commentary from FPA Crescent Fund, followed by links to all funds of FPA. Investment Objective and Strategy The Fund seeks to generate equity-like returns... Read More
David Einhorn is on Bloomberg for an extremely rare interview. He is discussing some of his top holdings including Vodafone, Apple, Gold, Marvell, OIS etc. Check out the full... Read More
Logos LP letter for the year ended December 31, 2016; titled, "Three Year Anniversary." “The best thing a human being can do is to help another human being know more.”... Read More
GoodHaven Fund annual letter for the year ended December 31, 2017. To Our Fellow Shareholders: Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF.... Read More
Spruce Point Capital Management is pleased to issue a "Strong Sell" opinion on PetIQ Inc (NASDAQ:PETQ). Our report outlines why PETQ faces 75-90% downside risk to approximately $2 to... Read More
Here is a transcript of Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) full court hearing. See... Read More
Worm Capital likes Tesla Motors Inc. (NASDAQ:TSLA) but is it making a mistake? Worm Capital, a small relatively unknown registered investment advisor is having yet another impressive year. Accounts managed... Read More
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