Madison Investors Fund 4Q21
Madison Investors Fund, 4th Quarter 2021 Letter by Matt Hayner and Rich Eisinger Companies discussed: $LOW $BDX $NVS $FISV $V $BKI $PH The Capital Literature Podcast brings you investment letters in ...
24 Feb 202221min
Madison Mid Cap Fund 4Q21
Madison Mid Cap Fund, 4th Quarter 2021 Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich Companies discussed: $BKI $MKSI $DLTR The Capital Literature Podcast brings you investment letters in...
24 Feb 202216min
Blue Tower Asset Management 4Q21
Blue Tower Asset Management, 4th Quarter 2021 Letter by Andrew Oskoui Companies discussed: $CNR $CGEO.L $BGEO The Capital Literature Podcast brings you investment letters in audio. Capital Literature...
24 Feb 202211min
Epoch Investment Partners 4Q21
Epoch Investment Partners, 4th Quarter 2021 A conversation with Tom Callahan Letter by William W. Priest and Kevin Hebner Companies discussed: $AB $PRU The Capital Literature Podcast brings you inve...
24 Feb 202222min
FPA Crescent Fund 4Q21
FPA Crescent Fund, 4th Quarter 2021 Trailing Twelve-Month Contributors: $GOOG $AIG $AVGO $JEF $GLNCY and Detractors: $BABA $SPY $SFTBY $NEXOF $NPSNY The Capital Literature Podcast brings you investme...
24 Feb 202210min
East72 Holdings 4Q21
East72 Holdings, 4th Quarter 2021 Letter by Andrew Brown Companies discussed: $ARKK $YBRHF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capita...
24 Feb 202232min
Donville Kent Asset Management 4Q21
Donville Kent Asset Management, 4th Quarter 2021 Letter by J.P. Donville & Jesse Gamble Companies discussed: $NGMS $GIVX.TO The Capital Literature Podcast brings you investment letters in audio. Capi...
24 Feb 202214min
LRT Capital 4Q21
LRT Capital , 4th Quarter 2021 Letter by Lukasz Tomicki Companies discussed: $WSO The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service...
24 Feb 20221h
