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The Complete List of Q2 2019 Hedge Fund Letters to Investors


*Last updated on 26 August 2019

Greetings investors! Welcome to the Q2 2019 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 my way! I’ll keep this list 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!

Investment Firm Date Posted
KKR Midyear Macro Report July 1
Oaktree Capital Insights – Real Estate Cycle July 1
Third Point Capital Sony Letter July 1
Third Point Capital Sony Presentation July 1
Askeladden Capital July 2
OSAM – The Earnings Mirage July 2
Stanphyl Capital July 2
Kerrisdale Capital – Tucows Short Thesis July 3
PE Ratio – A Users Manual July 3
Vltava Fund July 4
Absolute Return Partners July 9
Sequoia Fund Investor Day July 9
Sequoia Fund July 9
Merion Road July 9
Tollymore Partners July 10
Ewing Morris July 12
MPE Capital July 12
Spree Capital July 12
Wedgewood Partners July 14
Kerrisdale – CareDx Short Thesis July 17
Longleaf Partners July 17
Massif Capital July 17
Oldfield Partners July 17
Palm Valley July 17
Silver Ring Partners July 17
TGV Rubicon Fund July 17
Upslope Capital July 17
Verdad Capital July 17
Bill Nygren Commentary July 18
Euclidean Capital July 18
Curreen Capital July 20
IVA International Fund July 20
IVA Worldwide Fund July 20
Verdad Europe July 20
Verdad Japan July 20
Third Avenue Value Fund July 22
Whitebrook Capital July 22
Blue Tower Asset Management July 23
East72 July 23
Horizon Kinetics July 23
Miller Deep Value July 23
Miller Income Fund July 23
Miller Opportunity Equity July 23
Saber Capital Management July 23
Turtle Creek July 23
First Eagle July 24
TGV Partners Fund July 24
TGV Truffle Fund July 24
Third Avenue Real Estate July 24
Third Avenue Small Cap July 24
Bluehawk Investors July 25
Crescat Capital July 25
Greenlight Capital July 25
Riverpark Large Growth Fund July 25
Arquitos Capital July 26
Bonhoeffer Fund July 26
Choice Equities July 26
Maran Capital July 26
Alta Fox Capital July 30
Laughing Water Capital July 30
Summers Value Partners July 30
Third Point Capital July 30
Tweedy Browne July 30
Apollo Asia Fund August 1
Artko Capital August 1
FPA Capital Fund August 1
FPA Crescent Fund August 1
Gator Capital August 1
O’Shaughnessy – Mispriced Innovation August 1
RLT Capital August 1
Third Avenue Value Fund August 1
Boyar’s Research August 2
Fairholme Funds August 2
VGI Partners August 2
Greenhaven Road Capital August 7
Mittleman Brothers August 7
Muddy Waters – Burford Capital Short August 7
TGV Partners Intrinsic Fund August 7
IAC August 8
Long Cast Advisors August 8
Oaktree Insights – Global Credit Investing August 8
Pzena August 8
Tao Value August 8
Lightsail Capital August 11
RV Capital August 11
Elliot Advisors on Scout24 August 12
Goehring & Rozencwajg August 12
Saga Partners August 12
Coho Capital August 14
GE Short Report August 20
Greenwood Investors August 20
Pershing Square Capital August 20

Want to know more about hedge fund investors? You’re in the right place! Find out how the famous value investor, Seth Klarman, manages his hedge fund.

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