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 2023 Read More
Second Quarter 2023 Read more
First Quarter 2023 Read more
Fourth Quarter 2022 Read more
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
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Fourth Quarter 2020 Read more
Third Quarter 2020 Read more
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Fourth Quarter 2019 Read more
Third Quarter 2019 Read more
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Fourth Quarter 2018 Read more
Third Quarter 2018 Read more
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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