This account was created by Seeking Alpha to republish publicly available fund letters and is not managed by the fund itself. Night Watch Investment Management is an alternative asset manager focused ...

The Night's Watch is one of the prominent factions in the Game of Thrones universe, and has had several powerful members over the centuries. As the shield that guards the realms of men, the Night's ...

In previous quarters we presented our portfolio in terms of various themes to which we are seeking exposure. Those themes remain relevant, but in this letter, we want to dive deeper into the strategy ...