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Keith Smith of Bonhoeffer Fund presented his in-depth investment theses on STORE Capital (US: STOR), TPG Specialty Finance (US: TSLX), and Ashtead Group (UK: AHT) at Best Ideas 2019 https://moiglobal.com/keith-smith-201901/read more
Arquitos returned -31.3% net of fees in 2018, compared to -4.4% for the S&P 500. Our annualized net return since the April 10, 2012, launch is 21.3%. [embeddoc url="https://hiddenvaluestocks.com/wp-content/uploads/2019/01/Arquitos_Investor_Letter_Q4_2018.pdf"...read more
[embeddoc url="https://hiddenvaluestocks.com/wp-content/uploads/2018/12/FULL-VERSION-Hidden-Value-Stocks-December-Issue-1.pdf" download="all"...read more
[embeddoc url="https://hiddenvaluestocks.com/wp-content/uploads/2018/12/1118_Bonhoeffer_Fund_Fact_Sheet.pdf" download="all"...read more
[embeddoc url="https://hiddenvaluestocks.com/wp-content/uploads/2018/12/Left-Brain-Capital-November-2018.pdf" download="all"...read more
Excerpt from the Stanphyl Capital letter to investors for the month of November 2018 discussing their long position in one micro-cap play. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds (including Stanphyl...read more
Hayden Capital commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc Dear Partners and Friends, Volatility is back. As I mentioned last quarter, Chinese A-share markets have been declining steadily throughout the...read more