One of my favorite quarterly reads. Over 16 years since inception these folks are up 10.2% per year versus the 6.1% of the S&P 500.
In this newsletter they discuss (among other things) their new position in AIG (AIG, Financial).
Kovitz 2013 Winter Newsletter:
In this newsletter they discuss (among other things) their new position in AIG (AIG, Financial).
Kovitz 2013 Winter Newsletter: