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Registered Guest | Observer | Partner |
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HOME
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WELCOME |
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YOU and VCM's WEBSITE |
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TERMS of USE |
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| Terms of Use and Disclaimer, Part 2 |
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FOR FORMER CLIENTS |
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HOW to ACCESS THIS SITE |
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SITE MAP |
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ABOUT VCM
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INVESTMENT MANAGER |
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EQUITY STRATEGY |
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EQUILIBRIUM STRATEGY |
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OTHER STRATEGIES |
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OUR ADVISORS |
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Selected Past Reports |
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| Report for the 4th Quarter of 2004 |
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| Report for the 3rd Quarter of 2004 |
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| Letter to VCM observers, October 2001 |
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| Report for the 2nd Quarter of 1998 |
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FOR OBSERVERS & PARTNERS
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How to Become an Observer |
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Past Reports to Partners |
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| Report for 2011 |
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| Report for 2010 |
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| Report for 2009 |
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| Report for 2008 |
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| Report for the 4th Quarter of 2007 |
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| Report for the 3d Quarter of 2007 |
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| Report for the 2nd Quarter of 2007 |
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| Report for the 1st Quarter of 2007 |
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| Report for the 4th Quarter of 2006 |
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| Report for the 3d Quarter of 2006 |
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| Report for the 2nd Quarter of 2006 |
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| Report for the 1st Quarter of 2006 |
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| Report for the 4th Quarter of 2005 |
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| Report for the 3rd Quarter of 2005 |
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| Report for the 2nd Quarter of 2005 |
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| Report for the 1st Quarter of 2005 |
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| Report for the 2nd Quarter of 2004 |
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| Report for the 1st Quarter of 2004 |
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| Report for the 2nd Quarter of 2003 |
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| Report for the 1st Quarter of 2003 |
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| Report for the 4th Quarter of 2002 |
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| Report for the 3rd Quarter of 2002 |
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| Report for the 2nd Quarter of 2002 |
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| Report for the 1st Quarter of 2002 |
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| Report for the 4th Quarter of 2001 |
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| Report for the 3rd Quarter of 2001 |
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| Report for the 2nd Quarter of 2001 |
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| Commentary on the 4th Quarter of 1999 |
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| Report for the 4th Quarter of 1999 |
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| Report for the 4th Quarter of 1998 |
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Past Performance |
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| Past Performance - In Depth |
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Past Mistakes |
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| Mistakes of the Bubble Years |
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Current Reports to Partners |
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BECOMING A PARTNER
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Partnerships' Agreements |
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| VCM Partnerships' Confidential Private Placement Memorandum |
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| VCM Partnerships' Limited Partnership Agreement |
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| VCM Partnerships' Agreement for Admission |
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CONFERENCES AND INTERVIEWS
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SELECTED INTERVIEWS |
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| HCP Live Network |
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| Technology News World |
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| Business Week |
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| Physician's Money Digest |
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| Business Week |
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| Frankfurter Allgemeine |
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| Business Week |
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| E-Commerce Times |
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SELECTED CONFERENCES |
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| 3d Annual World Series on ETFs and Investment Management |
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| Structured Products Americas |
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| 4th Annual Inside ETFs Conference |
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| The Art of Indexing and ETF Investments |
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| 2nd ETF Investing Summit - Agenda |
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| 2nd ETF Investing Summit - Speakers |
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| ETF Investing Summit - Agenda |
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| ETF Investing Summit - Speakers |
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| Boston University Graduate School of Management Symposium |
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HIGH-TECH ROOTS OF VCM
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HERDING CATS, i.e., RUNNING R&D |
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| A Tale of BETA's Wayward Son |
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| A Russian Edition of the Essay |
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| Attachment A, a Datapro report on LPI Multi-Language Family, 1989 |
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| Attachment B, an LPI advertisement of the Multi-Language Family, 1986 |
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| Attachment C, LPI company profile and product list, 1987 |
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| Attachment D, LPI company profile and product list, 1989 |
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| Attachment E, a memo from Dave Cutler to VAX compiler developers, DEC, 1976 |
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| Attachment F, a letter from M. Schwartzman to Prof. A. Ershov, 1986 |
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| Attachment G, a memo from M. Schwartzman to LPI R&D dept., 1986 |
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| Attachment H, an LPI post-merger newsletter for customers, 1990 |
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VCM STRATEGIES' DETAILS
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Equity Strategy - Framework |
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| ValueSearch Equity Strategy – In Depth |
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| Leverage, a Primer |
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Equity Str. - Implementation |
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| Implementation of the ValueSearch Equity Strategy – In Depth |
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Equity Startegy - Returns |
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| ValueSearch Equity Strategy – Detailed Analysis of Past Returns |
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Equilibrium Strategy - Details |
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| ValueSearch Equilibrium Strategy – Executive Summary |
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| ValueSearch Equilibrium Strategy – Offshore Hedge Fund, Executive Summary |
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| ValueSearch Equilibrium Strategy – In Depth |
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CONTACT US
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CONTACT INFORMATION |
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PRIVACY STATEMENT |
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| Privacy Statement |
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= Access Allowed
| Visitor |
Registered Guest | Observer | Partner |
