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Firm Philosophy
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Quarterly Factsheets and Letters
Global Value Strategy - Investment Policy
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How To Invest
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Home
Firm Philosophy
Performance
Quarterly Factsheets and Letters
Global Value Strategy - Investment Policy
Manager
How To Invest
Contact
Form ADV
Client Login

Applying Advanced Analytics to Classic Value Investing

Global Value Strategy

Letters

Q1 2018: Fujitsu Frontech Ltd

Q4 2017: Joban Kaihatsu Co Ltd

Q3 2017: Investing in Japan

Q2 2017: Fonar MRI Thesis

Q1 2017: Updates on EZPW and Subprime Auto Lenders

Q4 2016: Looking Forward Towards 2017

Q3 2016: Our View on Tyson Foods

Q2 2016: Updates on EZPW and ESRX

Q1 2016: Our View on EZCORP

Q4 2015: The Market in 2015

Q3 2015: Star Gas Partners Investment Thesis

Q2 2015: Small-Cap Investing and Illiquidity

Q1 2015: Hindsight Bias in Investing

Investment Thesis on Express Scripts

2014 Commentary

Factsheets

Q1 2018 Factsheet

Q4 2017 Factsheet

Q3 2017 Factsheet

Q2 2017 Factsheet

Q1 2017 Factsheet

Q4 2016 Factsheet

Q3 2016 Factsheet

Q2 2016 Factsheet

Q1 2016 Factsheet

Q4 2015 Factsheet

Q3 2015 Factsheet

Q2 2015 Factsheet

Q1 2015 Factsheet

Q4 2014 Factsheet

Q3 2014 Factsheet

Q2 2014 Factsheet

Q1 2014 Factsheet

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