Capital Literature

Third Avenue International Real Estate Value Fund, 4th Quarter 2021 Letter by Quentin Velleley Fund returned +6.14% YTD +18.76% Companies discussed: $MJS.SG $8923.T $NMEHF $GLVHF The Capital Literatu...

29 Mar 202212min

Ensemble Fund, 4th Quarter 2021 Companies discussed: $BL $COST The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment...

29 Mar 202234min

Third Avenue Real Estate Value Fund, 4th Quarter 2021 Letter by Jason Wolf and Ryan Dobratz Companies discussed: $INV $CTT The Capital Literature Podcast brings you investment letters in audio. Capit...

29 Mar 202224min

Third Avenue Value Fund, 4th Quarter 2021 Letter by Matthew Fine Companies discussed: $$081660.KS $GOLF $ANPDY The Capital Literature Podcast brings you investment letters in audio. Capital Literatur...

29 Mar 202220min

Third Avenue Small Cap Value Fund, 4th Quarter 2021 Letter by Vic Cunningham Companies discussed: $BATRA $MSGE $FRPH $FPH $IVT The Capital Literature Podcast brings you investment letters in audio. C...

29 Mar 202214min

Carillon Eagle Mid Cap Growth Fund, 4th Quarter 2021 Companies discussed: $MRVL $SNPS $GWW $DOCU $PINS $CRWD $CZR $ESTC The Capital Literature Podcast brings you investment letters in audio. Capital ...

29 Mar 202214min

Carillon Eagle Small Cap Growth Fund, 4th Quarter 2021 Letter by Bert Boksen, Eric Mintz and Christopher Sassouni Top 10 Holdings: $EVRI $KWR $GTLS $LSTR $LPLA $RBA $EGP $SMPL $SUM $HZO Companies disc...

29 Mar 202215min

Smead Value Fund, 4th Quarter 2021 Letter by Bill Smead and Cole Smead Companies discussed: $LEN $NVR $SPG $DISCK $CMCSA $EBAY $AAPL $MSFT $AMZN $GOOG $FB $TSLA $CLR $DISCA $SPG The Capital Literatur...

29 Mar 202210min