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Client Letters
2013 Investor Letters:
Q4
Q3
Q2
Q1
2012 Investor Letters:
Q4
Q3
Q2
Q1
2011 Investor Letters:
Q4
Q3
Q2
Q1
2010 Investor Letters:
Q4
Q3
Q2
Q1
2009 Investor Letters:
Q4
Q3
Conference Presentations:
Bank of America:
Not the Huge, Risky Mess You Think It Is
Regulatory Documents:
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Investment Adviser Search (link to SEC)