Investment Strategy: results from global equity screenings 24June14 Download InvestmentStrategy_SCREENINGS_140624.pdf
Top Trading Ideas: long CGG FP / short Saipem, Schlumberger 24June14 Download TopTradingIdeas_67CGG_140624_docx.pdf
RARe Update: Club Méditerranée 23June14 Download CU_LBO_infofile.pdf Download CU_LBO_RARe_Update10.pdf
Special Situations: Lululemon (LULU): BUY $40.23 - 23June14 Download RV_UA_140618_docx.pdf Download Spesit_lulu_140623_docx.pdf
Shire RARe: Shire rejects a third proposal from AbbVie 23June14 Download Shire_RARe_June_23__2014.pdf Download Generic_infofile.pdf