Martin Capital - FRank Martin's Blog. Tweedy Browne - Quarterly Letters. ... CRESCAT CAPITAL - KEVIN SMITH. Crescat capital quarterly investor letter q3 2019 2020 q1 q4 PALM VALLEY - ERIC CINNAMOND. ... COHO CAPITAL - JAKE ROSSER. Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow yield than tech stocks. It’s interesting to read their latest letter. Crescat Capital Quarterly Investor. 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 email@example.com Seeking Alpha - Crescat is a global macro asset management firm. POLEN CAPITAL - LETTERS. Martin Capital Management - Frank Martin Letters. I discovered the Crescat Capital investor letters, because their “Q3 2017” letter is featured in Meb Faber’s book “The Best Investment Writing Volume 2”. Crescat Capital Quarterly Investor Letter Q1 2019. Pabrai Funds - Mohnish Pabrai's Blog. Crescat Capital is a global macro asset management company that utilizes three investment strategies – Crescat Global Macro, Crescat Long/Short, and Crescat Large Cap. We develop tactical investment themes based on proprietary value-driven models. Crescat Capital LLC 1 September 15, 2018 Dear Investors: Our current three best macro ideas today are complementary plays on the unwinding of currency and financial asset bubbles at a likely peak of a global capital cycle, the most leveraged in history: 1. Crescat Capital … Crescat was one of the best performing hedge fund of 2018 and although this year has started on a negative note , they clearly lay down their views and strategies for this tough market . 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 firstname.lastname@example.org Mohnish Pabrai Articles. The Fed is facing its worst predicament yet. Hayden Capital - Fred Liu. September 30, 2016 Quarterly Investor Letter, Q3 2016 Also see Crescat Capital 2Q16 Investor Letter: China QE Dwarfs Japan And EU Q3 hedge fund letters Crescat Capital’s February Research Letter The Fed is Trapped – The year is just getting started and the US fiscal deficit already reached another record, now at its worst level in 70 years. We develop tactical investment themes based on proprietary value-driven models. Crescat is a global macro asset management firm.