Our Quarterly and Year in Review letters are used to communicate how our Chief Investment Officer, Elliot Trexler, thinks about the investment process, risk management, individual stocks and the markets in which our stocks trade.
These letters have been minimally edited from their original publication. For example, our contact information and disclosure language has been updated, and all information related to investment returns has been omitted.
To receive our letters, sign-up here.
At Global Return we encourage intellectual curiosity and think it’s important to study diverse topics within and beyond the investment industry. The result has been a collection of whitepapers related to security analysis, risk analysis, ESG analysis, the psychology of investing, industry dynamics and corporate competitive advantages. We invite you to contact us if you’re interested in receiving any of these papers.
MEDIA AND AWARDS
- 2018 Hedge Fund Manager of the Year Award
- Forbes, January 2018
- Opalesque, July 2017
- Forbes, July 2017
- Forbes, June 2017
- Forbes, March 2017
- 2016 Best Fundamental Growth Investor
- 2016 Award for Excellence in Risk Analysis
- 2016 Hedge Fund Manager of the Year Award
- Forbes, December 2016
- Guru Focus