Shareholder Letters

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Tarkio Fund Shareholder Letter Q3 2018

Shareholder letter from the 3rd quarter of 2018 highlighting our investment in The Container Store (TCS)

Download now file_download 01/10/2018
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Tarkio Shareholder Letter Q2 2018

Shareholder letter from quarter 2 of 2018 on market volatility

Download now file_download 30/06/2018
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Tarkio Shareholder Letter Q1 2018

Tarkio shareholder letter from quarter 1 of 2018 highlighting our investment in SEI.

Download now file_download 28/02/2018
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Tarkio Shareholder Letter Q2 2017

Shareholder letter from quarter 2 of 2017 on our investment in TSYS (TSS)

Download now file_download 30/06/2017
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Tarkio Shareholder Letter Q1 2017

Shareholder letter from quarter 1 of 2017 on our investment in Herman Miller (MHLR)

Download now file_download 28/02/2017
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Tarkio Shareholder Letter Q4 2016

Shareholder Letter from quarter 4 of 2016 on our investment in Whole Foods (WFM)

Download now file_download 28/11/2016
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Tarkio Shareholder Letter Q3 2016

Shareholder letter from quarter 3 of 2016 on our investment in Cognex Corporation (CGNX)

Download now file_download 30/09/2016
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Tarkio Shareholder Letter Q2 2016

Shareholder letter from quarter 2 of 2016 on our investment in Rogers Corporation

Download now file_download 30/06/2016
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Tarkio Shareholder Letter Q1 2016

Shareholder letter highlighting our investment in Level 3 (LVLT)

Download now file_download 29/02/2016
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Tarkio Shareholder Letter Q4 2015

Shareholder letter highlighting our investment in Colfax (CFX)

Download now file_download 30/11/2015
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Tarkio shareholder letter Q2 2015

Shareholder letter from Q2 of 2015 highlighting our investment philosophy

Download now file_download 30/06/2015
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Tarkio Fund Shareholder Letter Q3 2014

Shareholder letter from quarter 3 of 2014 comparing 2009 market conditions with 1974 market conditions

Download now file_download 30/09/2014
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Tarkio Shareholder Letter Q1 2014

Shareholder letter on the importance of disciplined capital allocation from top level management

Download now file_download 28/02/2013
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Tarkio Shareholder Letter Q2 2018

Shareholder letter from quarter 2 of 2013 highlighting the philosophy used in the fund's investments

Download now file_download 01/07/2013
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Tarkio Fund Q1 2013 Shareholder Letter

First shareholder letter of the Tarkio Fund talking on the volatility of the fund relative to the overall market

Download now file_download 28/02/2013