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*Last updated on 4/30/18

Hello! Welcome to the Q1 2018 list of hedge fund letters and reports! Learn from the top investors in the game and gain insights into the economy and financial markets in 2018 and what to expect for the rest of the year.

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, be sure to check out the full Vintage Value Investing archive of Hedge Fund Letters.


NEW!!! – You can now access and download all of the Hedge Fund Letters at once via our free shared DropBox folder. Keep scrolling to gain access now!


Now get to reading!

Investment FirmDate Posted
Analysis and Valuation of Insurance CompaniesApril 10
Askeladden CapitalApril 10
Blue Tower Asset ManagementApril 10
Greenlight CapitalApril 10
Schroders Global Markets PerspectiveApril 10
Sequoia FundApril 10
Understanding High Yield BondsApril 10
Upslope CapitalApril 10
Vltava FundApril 10
Akre Focus FundApril 14
Exor 2017 Annual LetterApril 14
Jamie Dimon 2017 Annual LetterApril 14
Longleaf PartnersApril 14
Oakmark FundsApril 14
JDP Capital 2017 Annual LetterApril 16
Wedgewood PartnersApril 16
Weitz Investment ManagementApril 16
River Oak 2017 Annual LetterApril 17
Euclidean TechnologiesApril 18
GMO on RussiaApril 18
Jeff Bezos 2017 Annual LetterApril 19
Artko CapitalApril 20
Cureen CapitalApril 20
Horizon KineticsApril 20
Tao ValueApril 21
Bill MillerApril 22
Bonhoeffer FundApril 22
Horizon Kinetics PresentationApril 22
Longcast AdvisorsApril 22
River Park Focused ValueApril 22
River Park Growth FundApril 22
River Park High Yield FundApril 22
River Park Opportunity FundApril 22
Elliot – Hyundai PresentationApril 23
Ewing MorrisApril 23
Hypotenuse CapitalApril 23
Laughing Water – Greenhill PresentationApril 23
Mark Leonard 2017 Annual LetterApril 23
Maran Capital ManagementApril 24
Research Affiliates – On BubblesApril 24
IMC 2017 Annual LetterApril 25
Alluvial CapitalApril 26
Vulcan Value PartnersApril 29
Dane Capital ManagementApril 30
Laughing Water CapitalApril 30


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