Stanphyl Capital’s commentary for the month ended September 30, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). In early October Tesla is expected to report declining sequential deliveries vs.... Read More
Arnott Capital commentary for the month of May ended August 31, 2023. The fund returned a positive 1.03% for the month of August 2023. Net exposure averaged 40% long, while... Read More
During August, the Roubaix Composite generated a net return of -0.96% relative to losses of -1.17% for the HFRI Equity Hedge (Total) Index and -5.00% for the Russell 2000... Read More
Black Bear Value Fund update for the month ended August 31, 2023. Q2 2023 hedge fund letters, conferences and more Dear Partners and Friends, Black Bear Value Fund returned +3.3%, net,... Read More
Trident Fund LP performance update for the month ended August 31, 2023. Q2 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned... Read More
Bonhoeffer Fund's performance update for the month ended August 31, 2023. Q2 2023 hedge fund letters, conferences and more The Bonhoeffer Fund returned -2.7% net of fees in August. Bonhoeffer Fund, LP,... Read More
Arnott Capital commentary for the month of May ended July 31, 2023. The fund returned positive 1.12% for the month of July 2023. Net exposure averaged 40% long, while gross... Read More
Alluvial Fund performance update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 5.0% in July, compared to 6.1%... Read More
Qualivian Investment Partners performance update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more Dear Friends of the Fund, Please find our July 2023 performance report... Read More
During July, the Roubaix Composite generated a net return of +0.76% relative to a total return of +2.03% for the HFRI Equity Hedge (Total) Index and +6.12% for the... Read More
Trident Fund LP performance update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned... Read More
Black Bear Value Fund update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more keaton / Pixabay Dear Partners and Friends, Black Bear Value Fund returned... Read More
Rowan Street Capital performance update for the first half ended June 30, 2023. Q2 2023 hedge fund letters, conferences and more Dear Partners, Rowan Street gained +78.5% for the first half of... Read More
During June, the Roubaix Composite generated a net return of +3.04% relative to a total return of +2.94% for the HFRI Equity Hedge (Total) Index and +8.13% for the... Read More
Trident Fund LP performance update for the month ended June 30, 2023. Q2 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +2.7,... Read More
Black Bear Value Fund update for the month ended June 30, 2023. Q2 2023 hedge fund letters, conferences and more ArtTower / Pixabay "One tequila, two tequila, three tequila, floor." - George... Read More
Qualivian Investment Partners performance update for the month ended June 30, 2023. Q2 2023 hedge fund letters, conferences and more Dear Friends of the Fund, Please find our June 2023 performance report... Read More
Dear Friends of the Fund, Please find our Q1 2023 investor letter for your review. Qualivian reached its five year mark in December of 2022. We are actively weighing investment proposals. Please refer... Read More
Arnott Capital commentary for the month of May ended May 31, 2023. The fund returned positive 0.99% for the month of May 2023. Net exposure averaged 35% long, while gross... Read More
Alluvial Fund performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more Alluvial Fund, LP returned 1.2% in May, compared to -0.9% for the Russell... Read More
Bonhoeffer Fund's performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Bonhoeffer Fund returned -1.3% net of fees in March, for a... Read More
Trident Fund LP performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +0.4,... Read More
