The investor letters outline the fund’s top holdings as well as highlight a recent investment or a current holding. The letters provide an overview of the holdings and the thought process behind specific investments. The letters are one of the best ways to conduct diligence on the fund. To learn more about the fund, or for a complete set of letters please click to – contact us.
Most recent investor letters
Main Fund Q3
Partners Fund Q2
Value Investor Insight
Selection of past investor letters:
Q1 2024
Q1 2023
Q1 2022
Q1 2021
Q1 2020
Q1 2019
Q1 2018
Q1 2017
Q1 2016
Q1 2015
Q4 2013
Q2 2024
Q2 2023
Q2 2022
Q2 2021
Q2 2020
Q2 2019
Q2 2018
Q2 2017
Q2 2016
Q2 2015
Q3 2014
Q3 2024
Q3 2023
Q3 2022
Q3 2021
Q3 2020
Q3 2019
Q3 2018
Q3 2017
Q3 2016
Q3 2015
Q4 2014
Q4 2023
Q4 2022
Q4 2021
Q4 2020
Q 4 2019
Q4 2018
Q4 2017
Q4 2016
Q 4 2015
Partners Fund investor letters:
Q4 2017
Q4 2018
Q4 2019
Q4 2020
Q4 2021
Q4 2022
Q4 2023
Q1 2018
Q1 2019
Q1 2020
Q1 2021
Q1 2022
Q1 2023
Q1 2024
Q2 2018
Q2 2019
Q2 2020
Q2 2021
Q2 2022
Q2 2023
Q2 2024
Q3 2018
Q3 2019
Q3 2020
Q3 2021
Q3 2022
Q3 2023