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The Complete List of Q2 2017 Hedge Fund Letters to Investors

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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