Adam Wilk
Greystone Capital
Concentrated small and micro caps run by trustworthy managers, held for years.
Best for Small and micro-cap investors with a multi-year horizon.
Why I read Adam
Adam uses his letters as a filter for new partners, so he writes them for people who think in years. A good source of under-followed small caps you won't find on a screen.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗