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Nick Sleep letters


crocodon
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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!

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  • 3 months later...

This might be worth a read

http://www.amazon.com/Capital-Returns-Investing-Through-Managers/dp/1137571640

 

a couple chapter intro excerpts are available here if you are hesitant to purchase without a sample -

http://www.palgrave.com/us/book/9781137571649#reviews

 

as well some old OID issues have excerpts from his letters:

http://oid.com/index.php?route=product/moneymanager&path=183

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