Crescat Capital is a global macro asset management company that utilizes three investment strategies – Crescat Global Macro, Crescat Long/Short, and Crescat Large Cap. Crescat Capital … I discovered the Crescat Capital investor letters, because their “Q3 2017” letter is featured in Meb Faber’s book “The Best Investment Writing Volume 2”. Martin Capital Management - Frank Martin Letters. Crescat Capital commentary for the fourth quarter ended December 31, 2020, discussing that gold and silver mining companies now trade with a higher free cash flow yield than tech stocks. 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net Hayden Capital - Fred Liu. Tweedy Browne - Quarterly Letters. Crescat is a global macro asset management firm. It’s interesting to read their latest letter. Crescat Capital LLC 1 September 15, 2018 Dear Investors: Our current three best macro ideas today are complementary plays on the unwinding of currency and financial asset bubbles at a likely peak of a global capital cycle, the most leveraged in history: 1. Martin Capital - FRank Martin's Blog. PALM VALLEY - ERIC CINNAMOND. Crescat capital quarterly investor letter q3 2019 2020 q1 q4 The Fed is facing its worst predicament yet. We develop tactical investment themes based on proprietary value-driven models. POLEN CAPITAL - LETTERS. 1560 Broadway Suite 2270 Denver, CO 80202 phone: 303 271 9997 fax: 303 271 9998 info@crescat.net Crescat Capital’s February Research Letter The Fed is Trapped – The year is just getting started and the US fiscal deficit already reached another record, now at its worst level in 70 years. ... COHO CAPITAL - JAKE ROSSER. Crescat Capital Quarterly Investor Letter Q1 2019. September 30, 2016 Quarterly Investor Letter, Q3 2016 Also see Crescat Capital 2Q16 Investor Letter: China QE Dwarfs Japan And EU Q3 hedge fund letters Seeking Alpha - Crescat is a global macro asset management firm. Crescat was one of the best performing hedge fund of 2018 and although this year has started on a negative note , they clearly lay down their views and strategies for this tough market . We develop tactical investment themes based on proprietary value-driven models. Pabrai Funds - Mohnish Pabrai's Blog. Crescat Capital Quarterly Investor. Mohnish Pabrai Articles. ... CRESCAT CAPITAL - KEVIN SMITH.