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Artisan International Value Fund, 4th Quarter 2021
Letter by N. David Samra, Ian P. McGonigle and Joseph Vari
Companies discussed: $WTW $ASBFY
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.
Artisan Value Fund, 4th Quarter 2021
Letter byThomas A. Reynolds IV, Daniel L. Kane ans Craig Inman
Companies discussed: $V $DIS
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.
Artisan Mid Cap Fund, 4th Quarter 2021
Letter by Matthew H. Kamm, James D. Hamel, Craigh A. Cepukenas, Jason L. White and Jay C. Warner
Companies discussed: $AZTA $ON $SPOT
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.
Weitz Hickory Fund, 4th Quarter 2021
Letter by Wally Weitz and Drew Weitz
returned +6.54%
YTD returned +20.32%
Companies discussed: $LBRDA
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.
Weitz Partners Value Fund, 4th Quarter 2021
Letter by Wally Weitz and Drew Weitz
TOP CONTRIBUTORS: $VMC $MLM $LKQ $SCHW $GOOG
TOP DETRACTORS: $LILAK $CSGP $LBRDA $LBRDK $LBTYK $GWRE
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.
Wasatch Micro Cap Value Fund, 4th Quarter 2021
Letter by Brian Bythrow
Companies discussed: $ $RDVT $BWMN $PI $ASPU $LPRO $TCDM
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.
Wasatch Core Growth Fund, 4th Quarter 2021
Letter by JB Taylor, Paul Lambert and Mike Valentine
Companies discussed: $MORN $TREX $LPRO $OLLI
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.
Wasatch Micro Cap Fund, 4th Quarter 2021
Letter by Ken Korngiebel
Companies discussed: $TRNS $NPTN $CCXI $MSGM $CSTL $LPRO
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.
Wasatch Small Cap Value Fund, 4th Quarter 2021
Jim Larkins and Austin Bone
Companies discussed: $NVMI $NSA $SKY $OLLI $HQY $AIMC $KAI $VSH
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.
Wasatch Ultra Growth Fund, 4th Quarter 2021
Letter by John Malooly
Companies discussed: $ITCI $CCXI $NVMI $FRPT $LPRO $CSTL
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.
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