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Third Quarter 2015 Letter

Our third quarter letter reviews our process and its increasing ability to predict future returns. Every time our portfolio's risk-adjusted return has hit high levels, subsequent performance has been strong. It remains above 20x, and above the previous record-high from…

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Toro Italiano

While we love to shy away from talking macro, the Italian economy has undeniably turned the corner with its foot on the gas. We’re very well positioned for the renaissance. Speed Read:  We’re Italian Bulls: early cycle industries are improving…

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