Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks

<p>This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:</p> <ul> <li><a href="https://static1.squarespace.com/static/5e4c4dc89e166529a9918439/t/6282f5aca591b577f04a2bef/1652749741615/Bonsai+Partners+Fund+Q1+2022+Investor+Letter+Final.pdf" target="_blank"><strong>Andrew Rosenblum, Bonsai Partners</strong></a><strong> (03:00 - 27:00)</strong></li> <li><a href="https://static1.squarespace.com/static/597730804402434deaa7f5aa/t/62840937151b7b538af3dfba/1652820280025/RF+Capital+April+2022+Investor+Letter+-+Final.pdf" target="_blank"><strong>Roger Fan, RF Capital Management</strong></a><strong> (28:00 - 36:00)</strong></li> <li><a href="https://www.oaktreecapital.com/docs/default-source/memos/bull-market-rhymes.pdf?sfvrsn=df8b4b66_9" target="_blank"><strong>Howard Marks, Oaktree Capital</strong></a><strong> (37:00 - 66:00)</strong></li> </ul> <p>Please let me know what other letters you'd want to hear on future Investor Audible series episodes!</p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!</p> <p><strong>Quartr</strong></p> <p>Quartr is revolutionizing the way investors inter