Links to a couple of recent letters from Spoke Fund® managers:
Here is Steve Kiel’s latest to investors in the Freedom Fund, which was up 7.2% and beat the bench in its first six months. Steve also shows his arbitrage results to date, as well as his largest holdings in the fund. Sign up to get emails direct from Steve here.
And here are my own letter for investors in the Tarpon Folio, which was up 5.6% in October, also beating the bench. I just wrote about our holdings in Global Ship Lease (GSL), which has been on a tear lately. You can receive my letters through email by signing up here.