The Complete List of Q4 2017 Hedge Fund Letters to Investors

Dillon (Mr. Vintage Value Investing) | April 5, 2018 | Hedge Fund Letters, Reading | No Comments

This post is brought to you by Finbox.io. Sign up for your completely FREE trial today!

*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
Adventur.es	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
Adventur.es 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

Related Posts