Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul><li>Black Bear Value Fund returned -2.4% in September and +0.7% YTD.</li><li>This is the kind of environment where the ability to play offense and invest for the future is advantageous to our partnership.</li><li>Valuations between what we own and the “market” are still very wide.</li></ul>

Black Bear Value Fund returned -2.4% in September and +0.7% YTD.This is the kind of environment where the ability to play offense and invest for the future is advantageous to our partnership.Valuations between what we own and the “market” are still very wide.

United States

Builders FirstSource, Inc. manufactures and distributes building products to professional homebuilders.

Builders Firstsource (BLDR US)

Black Bear Value Fund Q3 2022 Letter

Black Bear Value Fund returned -2.4% in September and +0.7% YTD. This is the kind of environment where the ability to play offense and invest for...

Fund Newsletters