EnterpriseDiversified
Greenhaven Road Capital commentary for the third quarter ended September 2020, discussing their holdings in Enterprise Diversified.Q3 2020 hedge fund letters, conferences and moreDear Fellow Investors,The Partners Fund returned +17.5% in the third quarter, bringing year-to-date performance to +6.4% for our Founders’ Class investors. There has been a very wide dispersion in the returns of the underlying funds on a quarterly, annual, and since-inception basis. This is not surprising, since we are invested in smaller managers who typically hunt for opportunities among unloved and underfollowed se...
ValueWalk
Arquitos Capital Management commentary for the third quarter ended September 2020, discussing how their historical holdings MMA Capital (MMAC), Westaim (WED.V), and Enterprise Diversified (SYTE) are historically undervalued.Q3 2020 hedge fund letters, conferences and moreThere is nothing noble about being superior to your fellow man; true nobility is being superior to your former self. - Ernest HemingwayDear Partner:Arquitos returned 2.1% net of fees in the third quarter of 2020, bringing the year-to-date return to -23.7%. Please see page four for more detailed performance information.There ha...
ValueWalk
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