Home
Introduction
The Partners
What we believe
How we have done
Alignment
Six founding principles
Philosophy
Investment process
Risk
Intrinsic value
When to invest?
Team
Andrew Brenton
Jeffrey Cole
Jeffrey Hebel
Christopher DeSantis
Sandra Edmonds
Cameron McKendry
Derek Garkut
Patrick Zabek
Portfolio
Communications
Annual letters
Quarterly updates
The Tao of the Turtle
Podcasts
Documentation
Contact
Annual letters
2011 Annual Letter
2010 Annual Letter
2009 Annual Letter
2008 Annual Letter
2007 Annual Letter
2006 Annual Letter
2005 Annual Letter
2004 Annual Letter
