April 25, 2016

Peter Rabover , Artko Capital LP

Portfolio Manager

Artko Capital LP 1Q 2016 Investor Letter

Loading PDF

Login to Download this PDF

More from Peter Rabover

Peter Rabover, Artko Capital LP

Artko Capital 3Q16 Partner Letter

For the 1st fiscal and 3rd calendar quarter of 2016, a partnership interest in Artko Capital LP returned 10.6% net of fees. At the same time, an investment in the most comparable market indexes Russell 2000, Russell Microcap, and the S&P 500 – ...

Oct 19, 2016

Peter Rabover, Artko Capital LP

Artko Capital 2Q16 Partner Letter

For the last 12 months of our fiscal 2016, an interest in Artko Capital LP returned 12.9% net of fees while investments in the most comparable aforementioned market index alternatives were down -6.7%, -12.0%, and up +3.9%, respectively. Our gross, ...

Jul 13, 2016

Peter Rabover, Artko Capital LP

Uncovering Alpha in Microcaps & Special Situations: Peter Rabover, Artko Capital

Peter Rabover, CFA, is the principal and portfolio manager of Artko Capital LP. His focus and expertise lies in value investing, small caps, special situations and M&A. Prior to founding Artko Capital, he was a Senior Analyst for a large San ...

Jun 13, 2016

Peter Rabover, Artko Capital LP

Demand Media: Too Cheap To Ignore

DMD's Market Cap of $118mm consists of $78mm in cash ($40mm Enterprise Value); 5 content/ecommerce properties worth $260mm; and a $100mm in NOLs, representing at least a 150% upside, with minimal, under 10%, downside.

May 06, 2016

Peter Rabover, Artko Capital LP

Artko Capital LP 4Q 2015 Investor Letter

Artko Capital LP 4Q 2015 Investor Letter

Jan 25, 2016

Peter Rabover, Artko Capital LP

Boring Is Beautiful: Village SuperMarket (VLGEA)

Boring is Beautiful: A 100% upside in an excellent grocery operator, with a valuable hidden asset on the balance sheet, that allows Village Super Market to generate consistent double digit ROICs while trading at 40% below peers and historical ...

Nov 24, 2015

Peter Rabover, Artko Capital LP

Artko Capital's 3Q 2015 Investor Letter

Artko Capital's 3Q 2015 Investor Letter.

Oct 22, 2015

Peter Rabover, Artko Capital LP

KazTransOil is the Kinder Morgan of Kazakhstan

An unconventional pitch on a frontier market oil pipeline monopoly. KazTransOil is the Kinder Morgan of Kazakhstan, one of the largest oil producers in the world. With volume growth opportunities, expansion projects and solid tariff growth KZTO is ...

Mar 26, 2015

Global Climate Investing Survey 2025

Sponsored by Robeco

Our fifth annual survey shows that enthusiasm for climate investment continues to vary by region. Europe has reclaimed its leadership from Asia-Pacific, which topped last year’s survey, while interest in the US has dropped to new lows.

The most important insight of the day

Get the Harvest Daily Digest newsletter.

Support
Privacy Policy
GDPR
CCPA
Terms
Copyright

© 2025 Harvest Exchange Corp

What is Harvest?

Harvest is a digital marketing platform that connects investors with financial firms, products and services through behavioral data.

Become a publisher

Distribute your firm's investment insights on the world's largest investor community. Learn more