The Complete List of Q2 2017 Hedge Fund Letters to Investors

Dillon (Mr. Vintage Value Investing) | October 2, 2017 | Hedge Fund Letters, Most Popular, Resources | 1 Comment

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*Last updated on 10/2/17

Without any further ado, here’s the list of Q2 2017 hedge fund letters and reports, which recap Q2 economic and market performance and discuss what to expect in the second half 2017. The letters in this list are from the top hedge funds and the most successful value investing firms in the world.

Most of this list was compiled by Reddit/r/SecurityAnalysis. If you have any more hedge fund letters or reports – especially ones with a value investing focus – please send them my way! I’ll keep this list updated as more hedge fund letters are sent in.

For past hedge fund letters and reports, check out the full Vintage Value Investing archive of Hedge Fund Letters.

Now start reading!

Investment Firm	Date Posted
Absolute Return Partners – July	July 11
Burr Capital	July 11
Ewing Morris	July 11
Fairholme Fund – Conference Call	July 11
Maglan Capital	July 11
Mott Capital Management	July 11
Oakmark Funds	July 11
Ophir Asset Management	July 11
Vltava Fund	July 11
RV Capital	July 13
KKR Mid Year Review	July 13
Bank for International Settlements	July 15
Greenwood Investors	July 15
Jeremy Grantham Memo	July 15
Kennox	July 15
Spruce Point Capital Gentex Thesis	July 15
Wedgewood Partners	July 15
Saber Capital Memo on Moat	July 16
Blue Tower Asset Management	July 17
Greenlight Capital	July 17
Trian Partners Letter to P&G	July 17
Longleaf Partners	July 18
Weitz Investments	July 18
Rockefeller & Co Global Foresight	July 20
Clearbridge Value	July 22
Horizon Kinetics	July 22
Longleaf Partners	July 22
RP Investment Advisors	July 22
Thornburg Value Trust	July 22
TGV – Partners Fund	July 23
Alluvial Capital	July 24
Artko Capital	July 24
Elm Ridge Capital	July 25
Howard Marks Memo	July 27
Magellan	July 27
RV Capital	July 27
Third Point Capital	July 27
Vilas Capital	July 27
Tweedy Browne	July 28
Euclidean Capital	July 29
River Park Value Fund	July 29
Pzena Investment Management	July 31
Tweedy Browne	July 31
Hayden Capital	August 1
Laughing Water Capital	August 1
Meson Capital	August 1
Wolf Hill Capital	August 1
IP Capital Partners	August 3
Mittleman Brothers	August 3
Third Avenue – International	August 3
Third Avenue – Real Estate	August 3
Third Avenue – Small Cap	August 3
Third Avenue – Value	August 3
Grey Owl Capital	August 4
GMO	August 4
Sequoia Fund Investor Day Transcript	August 4
Vulcan Value Partners	August 4
Arquitos Capital	August 5
Greenhaven Road Capital	August 5
RTL Capital	August 5
Sequioa Fund	August 5
TGV – Rubicon Fund	August 5
TGV – Truffle Fund	August 5
CQS Insights	August 6
Crescat Capital	August 6
Fairholme Funds	August 6
Evermore Global	August 7
River Park Income Fund	August 8
Up Slope Capital	August 9
DCG Value Fund	August 11
L1 Capital	August 11
Probus Opportunities	August 11
Value Partners Fund	August 11
Petra Capital	August 14
FPA Crescent Fund	August 15
GMO White Paper	August 15
Rhizome Partners	August 16
Rothschild Investment Trust	August 16
Counterpoint Asia Macro	August 22
Saber Capital Management	August 22
Singular Point	August 22
Bireme Capital	August 26
GMO White Paper	August 26
Broadrun Capital	August 28
Horizon Kinetics – PE Memo	August 28
Longcast Advisors	August 28
Bireme Capital	August 31
Broadrun Capital	August 31
Chou Funds	August 31
FRMO	September 1
Goehring & Rosencwajg	September 1
Avenir Capital	September 7
Bonhoeffer Capital	September 7
Baron Funds	September 12
Howard Marks Memo	September 12
Akre Funds	September 13
Symphony International	September 18
Motiwala Capital	September 29

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