Investor letters

Martin Capital Management
https://www.mcmadvisors.com/newsmaterials/

funds letters:
https://www.reddit.com/r/SecurityAnalysis/comments/4s5hsr/q2_investor_letters_and_reports/

Defensive equity Robert Novy-Marx

http://rnm.simon.rochester.edu/research/UDE.pdf

Pzena - 3Q 2016 Letter

Pzena Investment Management 3Q16 Letter – Danske Bank Case Study

http://www.valuewalk.com/2016/10/pzena-investment-management-3q16-letter/?all=1

Templeton

Lauren Templeton: fund
http://www.templetonandphillips.com/
Lauren Templeton: presentation
https://www.youtube.com/watch?list=PL6BD28CF93C70C4AA&v=KkxDEjz8L5k

Franklin Founding Funds Strategy
https://www.franklintempleton.com/forms-literature/download/AA-XBVL

Templeton: 16 rules:
http://ritholtz.com/2012/09/16-rules-for-investment-success/