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Logos LP Q2 Letter To Investors

Posted on July 25, 2018 by Rupert Hargreaves

Although the first half of the year has been challenging for the fund, we are starting to see an uptick in certain stocks that were purchased earlier in the year. As of the date of this letter, the fund is up 3.43% for the year and for the month of June, the fund was up 4.79% versus 1.97% for the S&P 500 in CAD, 0.62% for the S&P in USD Continue Reading →

GrizzlyRock 2018 Second Quarter Investor Letter

Posted on July 24, 2018 by Rupert Hargreaves

Fellow Partners, GrizzlyRock Institutional Value Partners, LP and GrizzlyRock Value Partners, LP (together “GrizzlyRock” or the “Fund”) increased 3.37% net of expenses during the second quarter of 2018. The long portfolio earned 10.3% gross as most investments posted solid quarterly earnings and the market viewed the reports favorably. As discussed on pages three and four, the Fund owned four individual positions which materially aided performance this quarter. While price levels Continue Reading →

Old West Q2 2018 Investor Letter

Posted on July 14, 2018 by Rupert Hargreaves

Dear Investor, The first half of 2018 was marked by a sudden end to investor complacency in early February, but the following four months saw markets return to positive returns and investor optimism. As you can see in your enclosed statement, we had an outstanding second quarter and first half the year. Full letter available for subscribers below:

Hidden Value Stocks June 2018 Issue

Posted on June 29, 2018 by Rupert Hargreaves

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Stanphyl Capital – May 2018

Posted on June 1, 2018 by Rupert Hargreaves

Updates on two positions from the Stanphyl Capital May 2018 letter: Please login to view the rest of this article – Not subscribed? Get our adfree exclusive content for only a few dollars a month. It also helps us fund our operations so think of it as supporting quality journalism.

Category: Premium members

Logos LP Q2 Letter To Investors

GrizzlyRock 2018 Second Quarter Investor Letter

Old West Q2 2018 Investor Letter

Hidden Value Stocks June 2018 Issue

Stanphyl Capital – May 2018

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