arquitoscapital
Hidden Value Stocks issue for the third quarter ended September 30, 2022. This part covers the updates from the previous issue of Hidden Value Stocks. It features interviews with Arquitos Capital, Maran Partners Fund and Choice Equities Fund. See Part 2 here. IntroductionIn the first half of this issue, we have our usual updates from funds previously profiled in Hidden Value Stocks. Q2 2022 hedge fund letters, conferences and more In the second half, there's an interview with Mesut Ellialtioglu, Turkey investment officer of the Talas Turkey Value Fund. In the interview, the manager discusses w...
ValueWalk
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
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