News & Articles

Letters to Investors

Letters to Investors
Please see our Performance page for more on the performance of our portfolios.

In the News

Lauretta Reeves Named Partner at Islamorada Investment Management – January 2017

Islamorada Portfolio Manager Appointed to Burroughs Wellcome Fund Board – January 2016

The Contrarian’s Burden (82 pages on oil and E&Ps) – November 2015

Thoughts on Oil – January 2015

Cale Smith Appointed to Board of Florida Keys Electric Cooperative

President of United Way to Resign and Join IIM

Cale Smith at InvestPitch in NYC in November 2013 [Video]

Mariner’s Hospital Elects Cale Smith to Board of Directors

Video Re-cap of 2012 Annual Investor Meeting

Cale’s Speech In Key West, January 2011

Interview: High Conviction Stock Neutral Tandem

Cale’s Speech from 2010 Investor Meeting

On Wearing Flip Flops to the Office – in Investment News

Making the Case for Optimism – in The Hardware Connection (pgs 47 – 49)

Retirement Planning in a Bad Economy (pg 2)

IWearYourShirt.com

Quoted On Google

Tarpon Fund Posts Strong Early Results

Feb ’09 Consumer’s Digest

Quoted on Target Proxy Fight

Investment Firm Opens

Papers

The Contrarian’s Burden (82 pages on oil and E&Ps) – November 2015

Thoughts on Oil and Gas Investing (January 2015)

Why We’re Buying (Summer 2010)

Mutual Fund vs. Tarpon Folio

An Example of Our Analysis

What Wall Street Still Has Not Told You

Two-Pager on Google

Popular Blog Posts

Our Portfolios

Islamorada & The Keys

On Spoke Funds

An Ode to Islamorada

Island Investing Column

Cale Smith previously wrote a column for the Keys Weekly. Read these columns on the blog.

On the Web

Videos on YouTube

Our Blog

SpokeFund.com