The following are some sites we like to refer to.
Ariel Investments | John W. Rogers, Jr. |
Baron Funds | Ron Baron |
BeEarly.com | Interesting graphs and commentaries |
Berkshire Hathaway | self explanatory |
Bogle Financial Markets Research Center | Vanguard’s Founder – John Bogle |
BrandyWine Funds | Foster Friess |
Clipper Fund | Value oriented, with long term investment horizon |
Davis Funds | Long term investors |
Dreman Value Management | David Dreman |
Fairholme Funds | Bruce R. Berkowitz |
Georgia Tech – College of Management | Interesting working papers |
GMO | Jeremy Grantham |
J. V. Bruni and Company | Good resource with book reviews |
Legg Mason Value Trust | Interesting to see what Bill Miller is up to. |
Longleaf Partners | Mason Hawkins, CFA |
Martin Capital Management | Interesting letters – very in-depth |
Muhlenkamp & Company | Ron Muhlenkamp |
Northern Trust | Nice commentary section |
Oakmark Funds | Bill Nygren |
Oak Value Fund | |
The Olstein Funds | Robert A. Olstein |
PIMCO | I like to read Bill Gross |
Sarbit Asset Management | Larry Sarbit – interesting Buffett stuff |
Sequoia Fund | hall of fame fund for sure |
Third Avenue Value Funds | Marty Whitman |
Tweedy, Browne | Value Investors |
West Coast Asset Management | Founder of Kinko’s |
Weitz Funds | Managed by Wally Weitz |
Werlinich Asset Management | I came across this, have no idea of performance, but enjoy his letter. |
Zweig Funds | Marty Zweig |