In a recent reader poll, we asked Market Folly readers what they wanted to see more of on the site. The resounding answer? Investor letters. As such, we're striving to do so on a frequent basis. Embedded below is the latest investor letter out of McLane Cover's Mistral Capital Partners where they evaluate their portfolio movements from 2009 and provide their outlook for 2010.
You can download the .pdf here.
Make sure you also check out our coverage of David Einhorn's Greenlight Capital investor letter which we posted last week as well. Stay tuned as we start to crank out many more investor letters each week from all kinds of different funds!
Monday, January 25, 2010
Mistral Capital Partners Investor Letter
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