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The Complete List of Q4 2017 Hedge Fund Letters to Investors

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*Last updated on 4/5/18

What’s up, what’s up! Welcome to the Q4 2017 list of hedge fund letters and reports! Read top investors’ commentary on economic activity and market performance in 2017 and what to expect in 2018.

The letters in this list are from the top hedge funds and the most successful value investing firms in the world – learn about the stock market, the economy, the global geopolitical landscape, and investing strategies and philosophy from the very best in the business today.

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.

Ready. Set. Read!

Investment Firm Date Posted
Byron Wien 2018 Suprises January 5
Ewing Morris January 5
Jeremy Grantham Memo January 5
Michael Mauboussin – How Well Do You Compare January 5
Value Investor Insight December January 5
Wiedower Capital January 5
Weitz Asset Management January 5
MPE Capital January 7
Vltava Fund January 8
Absolute Return Partners January 11
Bill Gross January Memo January 11
Carl Icahn Letter to Sandridge January 11
Vilas Capital January 11
FPA Capital Fund January 13
Wedgewood Partners January 13
Kennox Value Fund January 14
Polen Capital January 15
Greenlight Capital January 16
Wolf Hill Capital Management January 16
KKR 2018 Outlook January 17
Barron’s 2018 Roundtable January 18
Horizon Kinetics Presentation January 18 January 19
Euclidean Technologies January 19
Third Avenue Real Estate Fund January 19
Third Avenue Small Cap Fund January 19
Third Avenue International Value Fund January 19
Third Avenue Value Fund January 19
Upslope Capital January 19
Artko Capital January 20
Fundsmith Fund January 21
Horizon Kinetics January 21
Tao Value January 21
Curreen Capital January 22
Sequoia Fund January 22
Ed Thorpe Interview January 23
Hypotenuse Capital January 23
Weitz Funds January 23
Forager Funds January 24
Greenwood Investors January 24
Howard Marks Memo January 24
Longleaf Partners January 24
Arquitos Capital January 25
Atlantic Investment Management January 26
Bill Miller Commentary January 26
Miller Value Partners Equity Fund January 26
Miller Value Partners Income Fund January 26
Clear Bridge Value Trust January 27
RV Capital January 27
TGV Partners Funds January 27
TGV Rubicon Fund January 27
UK Value Investor Lessons January 27
IP Capital Partners January 28
Dane Capital January 29
Pershing Square Holdings January 29
Tweedy Browne January 29
Alluvial Capital January 30
Centaur Funds January 30
FPA Crescent Fund January 30
Goehring & Rozencwajg January 31
River Park CMBS Fund January 31
River Park Fixed Income Funds January 31
River Park Growth Fund January 31
River Park Long/Short Opportunity Fund January 31
River Park Value Fund January 31
Turtle Creek Asset Management January 31
Vltava Fund January 31
Vulcan Value Partners January 31
Absolute Return Partners February 1
Fairholme FUnds February 1
Picton Mahoney February 1
Pzena Asset Management February 1
Greenhaven Road Capital February 3
Maran Capital February 3
Activist Investing Annual Review February 4
Hazelton Capital February 4
Platinum Asset Management February 4
Adestella Investment Management February 5
Barrage Capital February 5
Ewing Morris – A New Take on Fixed Income February 5
Ewing Morris – Broadview Fund February 5
Goodhaven Funds February 5
Kempen Value Fund February 5
Laughing Water Capital February 5
Blue Tower Asset Management February 7
Hayden Capital February 7
Kerrisdale Capital – Eastman Kodak February 8
Mar Vista Investment Partners February 8
Muddy Waters – IQE PLC February 8
Spruce Point Capital – Realty Income February 8
Crescat Capital February 9
Century Management February 11
IBV Capital February 11
RLT Capital February 11
Edgemoor Investment Advisors February 12
Polleit & Riechert February 12
James Montier Memo February 14
Lazard Activism Review February 14
Third Point Capital February 15
Saber Capital Management February 16
Broadrun Investment Management February 19
GMO LLC February 19
Alpine Capital Research February 20
Appleseed Fund February 20
Apollo Investment Management February 20
Aristotle Capital February 20 on Amazon February 21
Bretton Fund February 22
Clipper Fund February 22
Berkshire Hathaway February 25
Bilgari Holdings February 25
Lyrical Asset Management February 25
Overseas Asset Management February 25
Semper Augustus February 25
Sumzero Top 2018 February 26
Meson Capital February 28
Broyhill March 4
Bonhoeffer Capital March 4
Lumiere Capital March 4
RIT Capital March 4
Turtle Creek March 4
Chou America Funds March 6
Fairfax Financial March 12
Leucadia March 12
Alleghany March 14
GMO – Improving Risk Adjusted-Returns March 22
GMO – Trade Wars are Bad March 22
GMO – The Value of Short Volatility Strategies March 22
Giverny Capital March 24
Martin Capital Management March 26
Pershing Square Holdings March 27
FPA Crescent Fund April 5
Moerus Funds April 5
Splitrock Capital April 5