Australia/NZ
Auscap - Australia-focused fund with monthly letters
Bronte Capital - John Hempton’s Sydney-based long/short fund
East72 Dynasty Trust - Andrew Brown’s value fund focusing on global equities
Fair Value ASX - undervalued Aussie small caps
Forager - Sydney-based fund manager focusing on value stocks in Australia / int’l
Hurdle Rate - fund letter from an Australia-based investor
John Hempton’s Newsletter - Bronte Capital’s CIO