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The Complete List Of Q2 2020 Hedge Fund Letters To Investors

*Last updated on 3 August 2020

Greetings investors, and welcome to the Q2 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!

Investment FirmDate Posted
Blackrock Midyear OutlookJuly 3
Epoch Partners – Capital Markets OutlookJuly 3
JPMorgan Guide to the MarketsJuly 3
Logica Funds – Talking Your Book About Value IIIJuly 3
AndazJuly 6
NZS CapitalJuly 6
Tollymore PartnersJuly 7
Elliot Management – Crown Castle LetterJuly 7
Elliot Management – Crown Castle PresentationJuly 7
Lindsell TrainJuly 8
Vltava FundJuly 8
Bill NygrenJuly 9
Lazard – Outlook on EMJuly 9
MPE CapitalJuly 9
Oakmark FundsJuly 9
Palm Valley CapitalJuly 9
JDP CapitalJuly 10
Massif CapitalJuly 10
Akre Focus FundsJuly 13
AndvariJuly 13
Baron FundsJuly 13
Giverny CapitalJuly 13
McLain CapitalJuly 13
Bill MillerJuly 14
Blue Orca Capital – Short China FeiheJuly 14
Desert LionJuly 14
GMO White Paper on Profit MarginsJuly 14
Silver Ring PartnersJuly 14
Wedgewood PartnersJuly 14
Bill Gross – The Real DealJuly 15
David CapitalJuly 15
Rowan StreetJuly 15
Upslope CapitalJuly 15
Argosy InvestorsJuly 17
Distillate CapitalJuly 17
IACJuly 17
1Main CapitalJuly 21
Citron Research – LRNJuly 21
Curreen CapitalJuly 21
East Coast AM 2009 – 2015July 21
Forager FundsJuly 21
GMO Emerging MarketsJuly 21
Hirschmann CapitalJuly 21
Polen Capital Focus GrowthJuly 21
Polen Capital Global GrowhtJuly 21
Steel City CapitalJuly 21
TGV Partners FundJuly 21
Third Avenue Real EstateJuly 21
Third Avenue Small Cap ValueJuly 21
Third Avenue Value FundJuly 21
Verdad – The Bubble 500July 21
Harding LoevnerJuly 23
Nomadic ValueJuly 23
PzenaJuly 23
Summers ValueJuly 23
WeitzJuly 23
Boyar ValueJuly 24
Maran CapitalJuly 24
Tao ValueJuly 24
Whitebrook CapitalJuly 24
Canterbury TollgateJuly 27
Ensemble FundJuly 27
Greenhaven RoadJuly 27
Horizon KineticsJuly 27
Laughing Water CapitalJuly 27
Old West ManagementJuly 27
EuclideanJuly 28
Miller Income StrategyJuly 28
Miller Opportunity EquityJuly 28
Miller ValueJuly 28
Alluvial CapitalJuly 29
Bonsai PartnersJuly 29
Greystone CapitalJuly 29
JDP CapitalJuly 29
Pabrai FundsJuly 29
Spree Capital AdvisorsJuly 29
AltaFox CapitalAugust 3
Arquitos CapitalAugust 3
Baupost GroupAugust 3
Donville KentAugust 3
Evermore GlobalAugust 3
Fairholme FundsAugust 3
First EagleAugust 3
Gator CapitalAugust 3
Lakewood CapitalAugust 3


InterviewDate Posted
Ray Dalio – BloombergJuly 8
Greg Jensen – BridgewaterJuly 9
Charlie MungerJuly 10
Janet YellenJuly 15
Sam Zell on REITsJuly 15
Josh FriedmanJuly 17
Ensemble Capital – Market UpdateJuly 21
Invest Like the Best – Charlie SonghurstJuly 21
Howard Marks – CFA Society ChileAugust 3
Gavin Baker – AI Tailwind for SemiconductorsAugust 3

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