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

 

 Periodic Observations and Opinions:

 

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

 

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