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Tuesday, September 20, 2011

Alta Rock 1H 2011 Letter

Below please find Alta Rock's 1H 2011 letter (hat tip to Marketfolly for posting). Alta Rock has compounded at 11.9% since opening in 1989. In the letter they walk through their rationale on their positions in Domino's Pizza (DPZ), Mohawk Industries (MHK), and Carter's (CRI).



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