Alluvial Fund, LP – March Update and First Quarter Letter
Maran Capital Management – 1Q 2020 Letter
McIntyre Partnerships Q1 2020 Letter
Saga Partners’ 1Q20 Investor Letter
Arquitos Capital: Q1 2020 Investor Letter
Arquitos returned -19.0% net of fees and expenses in the first quarter of 2020. Please click on the following link for a PDF of the Q1 2020 investor letter. [embeddoc url="https://hiddenvaluestocks.com/wp-content/uploads/2020/04/Arquitos_Investor_Letter_Q1_2020.pdf"...
Q1 2020 Old West Investor Letter
Logos LP 1Q20 Commentary: Down 1.6% Vs TSX Of -13.7% Return
Logos LP commentary for the first quarter ended March 31, 2020. “Nature does not hurry, yet everything is accomplished.” - Lao Tzu The following table represents Logos LP’s YTD return1 compared to a basket of relevant indexes. The price per unit as of April 17th, 2020...
Hayden Capital 1Q20 commentary: Up 4% Through March
Dear Partners and Friends, First and foremost, I hope you are all keeping safe and healthy these last few months. Given the market volatility in the past few weeks, I thought it would be suitable to give you an update on our portfolio a couple weeks early, before our...
