Valara Capital Research and White Papers:

Is Your Value Manager Concentrating Too Hard?  Our foundational White Paper that explores the relationship between valuation spreads and the subsequent performance of value managers.  Read more

 Valara Quarterly Letters:

Third Quarter 2022 Read more

Second Quarter 2022 Read more

First Quarter 2022 Read more

Fourth Quarter 2021 Read more

Third Quarter 2021 Read more

Second Quarter 2021 Read more

First Quarter 2021 Read more

Fourth Quarter 2020 Read more

Third Quarter 2020 Read more

Second Quarter 2020 Read more

First Quarter 2020 Read more

Fourth Quarter 2019 Read more

Third Quarter 2019 Read more

Second Quarter 2019 Read more

First Quarter 2019 Read more

Fourth Quarter 2018 Read more

Third Quarter 2018 Read more

Second Quarter 2018 Read more

First Quarter 2018 Read more

Fourth Quarter 2017 Read more

Third Quarter 2017 Read more

Second Quarter 2017 Read more

 Periodic Observations and Opinions:

"Drilled", But Opportunity Developing (June 23, 2015).   Investment perspective on the tumult in the offshore drilling industry.  Read more