Turtle Creek
Turtle Creek Asset Management
  • 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

The Tao of the Turtle

  • What Kind of Return Can you Expect?, Part II, Jan. 2012
  • What Kind of Return Can You Expect?, Part I, Nov. 2011
  • Income vs. Capital, May. 2011
  • How We Own Equities, Nov. 2010
  • Why We Own Equities, Jul. 2010
  • Can You Be "Right" But Forever "Wrong"?, Nov. 2009
  • How Do You Feel About Risk Now?, Sep. 2009
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