Money and Finance
Chanticleer Q3 Letter
Below are a few sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. If you’re interested in receiving our letters, feel free to email either Matt or me at the email addresses listed HERE.
Link to: Chanticleer Q3 2011 Letter
Chanticleer Q3 2011 Letter - Edited for Public Viewing
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Chanticleer - Q4 2012 Letter Excerpt
Below is a 2-page excerpt from the latest letter of the fund I help manage. For those that were used to logging into the Chanticleer Advisors website to view the letter, our new website now requires free registration for each individual instead of the...
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Chanticleer Q3 2012 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage. Disclosure: I am a portfolio manager at Chanticleer Advisors ("CA") and Chanticleer Investment...
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Chanticleer Q2 Letter
Below are a few sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. If you’re interested in receiving our letters, feel free to email either Matt or me at the email addresses listed HERE....
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Q4 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. The sections mostly discuss one of our more recent investments and our thoughts on holding cash. Chanticleer Q4 2010...
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A Tribute To A Modern Day Hachiko – An Investment Idea From Matt Miller
My colleague, Matt Miller, decided to do a write-up on one of our newest and larger positions, AKITA Drilling Ltd. Although we normally like to keep new ideas quiet for a while, we thought this was another good example to show how we go about our investment...
Money and Finance