by admin | Dec 10, 2016 | Premium members
Foundry Value Master Fund April update NOTE: we are increasing the number of managers from four to six a year. It is same exact price but more value for our readers. The next fund we will profile has an especially unique value strategy which we have not seen anywhere-...
by admin | Dec 10, 2016 | Premium members
Stanphyl Capital April 2016 Letter The following is from Stanphyl Capital's latest letter to investors. The hedge fund was profiled in our April issue. Some macro, great returns (up 16.6% YTD through June and mostly due to small cap bets) and discussion of positions....
by admin | Dec 10, 2016 | Premium members
S&C Messina Capital H1 - PDF can be found - HERE or in text below To My Partners, As of June 30, 2016, the partnership was up 10.24% YTD versus 3.84% YTD for the S&P 500. This represents an outperformance of +6.40% YTD. As we are outperforming the S&P 500, we are...
by admin | Dec 10, 2016 | Premium members
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by admin | Dec 10, 2016 | Premium members
The following is from Stanphyl Capital and foundry Capital latest letter to investors. Stanphyl was profiled in our April issue, and Foundry in our inaugural edition. Our August issue with a great small cap manager out of Chicago will be out shortly. If you would like...
