Whitney Tilson’s T2 Partners continued to buck the trend in June as his fund rose 4.2% for the month and bringing YTD gains to 9.8%. This month’s investor letter was particularly interesting as he described in great detail, why he likes his investment in BP. It’s an excellent look into the the process and thinking of one of the world’s great value investors:
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.