Two Micro-Cap Value Plays

Excerpt from the Stanphyl Capital letter to investors for the month of Feb 2017 discussing their long positions in two micro-cap plays. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds we have profiled with...

Avenir Capital Q4 Letter

16 February, 2018 Dear Partner: The Avenir Global Fund – Class I class of units (the “Class I Fund”) returned 6.7%, net of fees, during the December 2017 quarter. For the full calendar year 2017, the Class I Fund returned 5.7%. Currency moves cost the Class I Fund...

Moreus Q4 letter to investors

Moreus Q4 letter to investors 2017 seemed to be one of those periods for the Fund, as the “FAANG stocks1” and many other tech stocks zoomed to new heights, in our view without much (if any) regard to business fundamentals, intrinsic values, and most importantly, risk....

Q4/FY Updates And Some January Stats

Q4 and some January more updates This content is exclusively for paying members. Access all of our top quality content by signing up below. If you are subscribed and are having an account error, please clear cache and then cookies if that does not work email...

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