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Current Investments


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Current Investments


Selected research reports are available below for the following portfolio positions: CNX Coal, Nevsun, Lucara Diamonds and Steel Partners

 
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Fund Commentaries & Other Insights


"The most difficult thing in business is first getting yourself to thinking."

Harvey Firestone

Fund Commentaries & Other Insights


"The most difficult thing in business is first getting yourself to thinking."

Harvey Firestone

LETTERS to Investors

First Quarter 2017 Letter to Investors

2016 Year End Letter to Investors

 

Occasional Market Commentary

Reading


Reading


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