Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Smead Capital Management highlights Strathcona Resources' hostile takeover bid for MEG Energy, validating their investment in Adam Waterous's unorthodox, highly skilled capital allocation within the heavy oil sector.
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Smead Capital Management highlights Strathcona Resources' hostile takeover bid for MEG Energy, validating their investment in Adam Waterous's unorthodox, highly skilled capital allocation within the heavy oil sector.
