*Last updated on 5 June 2020
Greetings investors, and welcome to the Q1 2020 list of hedge fund letters and reports! Learn from the top investors on Wall Street, gain insights into the economy and financial markets, and know what to expect for the rest of the year.
These letters 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 here. This list will be updated every week as more hedge fund letters come in.
For past hedge fund letters and reports, be sure to check out the full Vintage Value Investing archive of Hedge Fund Letters.
Now get to reading!
|Bill Ackman – Bloomberg||April 7|
|Bill Ackman – CNBC||April 7|
|Jim Chanos||April 7|
|Murray Stahl||April 7|
|Oaktree Capital – Emerging Markets||April 7|
|Oaktree Capital – Relative Value||April 7|
|Steve Bregman||April 7|
|Fundsmith Annual Meeting||April 8|
|Grant Williams 2020 Series||April 9|
|Barry Diller||April 17|
|Willow Oak Value Hour||April 17|
|Ray Dalio – Bloomberg||April 18|
|Invest Like the Best – Dan Rasmussen||April 18|
|Invest Like the Best – Gavin Baker||April 18|
|Masters in Business – James Montier||April 18|
|Carl Icahn – Bloomberg||April 26|
|Greg Maffei – CNBC||April 26|
|A Shift in Investment Strategies Post Coronavirus||April 28|
|Bill Ackman – Farnam Podcast||April 29|
|Jim Chanos on Financial Fraud||May 3|
|Sam Zell – Bloomberg||May 5|
|David Tepper – CNBC||May 15|
|Stanley Druckenmiller – ECNY||May 15|
|Howard Marks – Bloomberg||May 18|
|Jerome Powell – 60 Minutes||May 18|
|Chris Bloomstran||May 20|
|Gavin Baker – CSIMA||May 20|
|Howard Marks – CFA||May 20|
|CFA Institute Virtual Conference||May 25|
|Jorge Paulo Lemann||May 26|
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