I've been trying to find more information on Nick Sleep since I heard Guy Spier refer to him. I haven't really come up with much, other than that he was previously at Marathon and Nomad (and now seems to run Sleep, Zakaria & Co in London).
Robert Vinall in the most recent RV Capital report refers to Nick's letters (http://www.rvcapital.ch/wp-content/uploads/2016/01/Co-Investor_Letter_2015_EN.pdf). I'd be really interested in getting hold of them- does anyone know how?
Thanks!