Pzena Investment Management 1Q22
Pzena Investment Management, 1st Quarter 2022 "Geopolitical shocks have usually been short-term in nature. We believe fundamentals for an enduring value cycle remain intact." The Capital Literature ...
21 Huhti 20227min
LRT Capital 1Q22
LRT Capital, 1st Quarter 2022 Letter by Lukasz Tomicki Companies discussed: $PSA $CIGI $WSO $ABG $RGEN $TPL $PGR $HXL $NOC $MAR $DPZ $WSM $BKNG $EXR The Capital Literature Podcast brings you investme...
21 Huhti 202246min
L1 Capital International Fund 1Q22
L1 Capital International Fund, 1st Quarter 2022 Companies discussed: $CRHCF $EXP $LPX $NFLX $IQV $ATVI $MSFT $MA $ADBE $BKNG $MCO $NKE $TXN $AMD $V $AMZN The Capital Literature Podcast brings you inv...
21 Huhti 202230min
L1 Capital Long Short Fund 1Q22
L1 Capital Long Short Fund, 1st Quarter 2022 Companies discussed: $HOCFF $WYGPY $STOSF $LGTHF $RTNTF $TRQ The Capital Literature Podcast brings you investment letters in audio. Capital Literature is ...
21 Huhti 202227min
Diamond Hill Small Cap Fund 1Q22
Diamond Hill Small Cap Fund, 1st Quarter 2022 Letter by Aaron Monroe, Kristen Sheffield and Chris Welch Companies discussed: $RHP $ERII $JOUT $RCKY The Capital Literature Podcast brings you investmen...
21 Huhti 202212min
Old West Investment Management 1Q22
Old West Investment Management, 1st Quarter 2022 Letter by Joseph Boskovich, Sr. Companies discussed: $BG $FB $NFLX $PYPL The Capital Literature Podcast brings you investment letters in audio. Capita...
20 Huhti 20228min
Upslope Capital Management 1Q22
Upslope Capital Management, 1st Quarter 2022 Letter by George K. Livadas Companies discussed: $ATR $BFAM $BWXT $CASY $CMGMF $CMGMY $ENV $FCN $MDY $MKTX $NSKFF $SLGN $TCGGY $TCHBF $TCVA $TMXXF The Cap...
20 Huhti 202218min
Akre Focus Fund 1Q22
Akre Focus Fund, 1st Quarter 2022 Letter by John Neff and Chris Cerrone Companies discussed: $KKR $MCO $AMT $KMX $ADBE The Capital Literature Podcast brings you investment letters in audio. Capital ...
20 Huhti 20225min
