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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
Quarterly updates
Q1 2012 Manager Commentary
Q4 2011 Manager Commentary
Q3 2011 Manager Commentary
Q2 2011 Manager Commentary
