Capital Literature

Alger Weatherbie Specialized Growth Fund, 4th Quarter 2021

Letter by H.George Dai, Joshua D. Bennett and Edward M.B. Minn

Companies discussed: $SITE $SBNY $MEG $CHGG $NTRA $EVBG

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Alger Small Cap Focus Fund, 4th Quarter 2021

Letter by Amy Zhang

Companies discussed: $TREX $CPRI $SMAR $EVBG $GENI $HSKA

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Third Avenue International Real Estate Value Fund, 4th Quarter 2021

Letter by Quentin Velleley

Fund returned +6.14%

YTD +18.76%

Companies discussed: $MJS.SG $8923.T $NMEHF $GLVHF

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Ensemble Fund, 4th Quarter 2021

Companies discussed: $BL $COST

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Third Avenue Real Estate Value Fund, 4th Quarter 2021

Letter by Jason Wolf and Ryan Dobratz

Companies discussed: $INV $CTT

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Third Avenue Value Fund, 4th Quarter 2021

Letter by Matthew Fine

Companies discussed: $$081660.KS $GOLF $ANPDY

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Third Avenue Small Cap Value Fund, 4th Quarter 2021

Letter by Vic Cunningham

Companies discussed: $BATRA $MSGE $FRPH $FPH $IVT

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Carillon Eagle Mid Cap Growth Fund, 4th Quarter 2021

Companies discussed: $MRVL $SNPS $GWW $DOCU $PINS $CRWD $CZR $ESTC

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Carillon Eagle Small Cap Growth Fund, 4th Quarter 2021

Letter by Bert Boksen, Eric Mintz and Christopher Sassouni

Top 10 Holdings: $EVRI $KWR $GTLS $LSTR $LPLA $RBA $EGP $SMPL $SUM $HZO

Companies discussed: $CCMP $SLAB $EGP $SUM $ASAN $PENN $SPT

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Smead Value Fund, 4th Quarter 2021

Letter by Bill Smead and Cole Smead

Companies discussed: $LEN $NVR $SPG $DISCK $CMCSA $EBAY $AAPL $MSFT $AMZN $GOOG $FB $TSLA $CLR $DISCA $SPG

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

Follow @sebidscap and @CapitalLit on Twitter and become part of our community.

Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.