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Investment Updates

2Q2008 Investment Update pdf 276 KB

1Q2008 Investment Update pdf 244 KB

4Q2007 Investment Update pdf 264 KB

3Q2007 Investment Update pdf 217 KB



View our Investment Updates archive »


Perspectives

Bond Insurers

Ambac and MBIA update - 07/03/08 pdf 160 KB

Thoughts on Ambac following its 1Q08 capital raise - 04/18/08 pdf 188 KB

Evercore Asset Management Urges Ambac
to Stop Capital Raising Effort and Accept Ratings
Downgrade - 01/17/08
pdf 20 KB

Letter to Ambac Board of Directors - 12/21/07 pdf 44 KB


Lear Corp

Evercore Asset Management to Vote against Proposal
by American Real Estate Partners to Acquire Lear Corporation - 2/9/07
pdf 24 KB



Small Cap Value: Could we see a Dramatic Snapback? - 3/6/08 pdf 192 KB

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