*Last updated on 24 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 Firm Date Posted
Blackrock Midyear Outlook July 3
Epoch Partners – Capital Markets Outlook July 3
JPMorgan Guide to the Markets July 3
Logica Funds – Talking Your Book About Value III July 3
Andaz July 6
NZS Capital July 6
Tollymore Partners July 7
Elliot Management – Crown Castle Letter July 7
Elliot Management – Crown Castle Presentation July 7
Lindsell Train July 8
Vltava Fund July 8
Bill Nygren July 9
Lazard – Outlook on EM July 9
MPE Capital July 9
Oakmark Funds July 9
Palm Valley Capital July 9
JDP Capital July 10
Massif Capital July 10
Akre Focus Funds July 13
Andvari July 13
Baron Funds July 13
Giverny Capital July 13
McLain Capital July 13
Bill Miller July 14
Blue Orca Capital – Short China Feihe July 14
Desert Lion July 14
GMO White Paper on Profit Margins July 14
Silver Ring Partners July 14
Wedgewood Partners July 14
Bill Gross – The Real Deal July 15
David Capital July 15
Rowan Street July 15
Upslope Capital July 15
Argosy Investors July 17
Distillate Capital July 17
IAC July 17
1Main Capital July 21
Citron Research – LRN July 21
Curreen Capital July 21
East Coast AM 2009 – 2015 July 21
Forager Funds July 21
GMO Emerging Markets July 21
Hirschmann Capital July 21
Polen Capital Focus Growth July 21
Polen Capital Global Growht July 21
Steel City Capital July 21
TGV Partners Fund July 21
Third Avenue Real Estate July 21
Third Avenue Small Cap Value July 21
Third Avenue Value Fund July 21
Verdad – The Bubble 500 July 21
Harding Loevner July 23
Nomadic Value July 23
Pzena July 23
Summers Value July 23
Weitz July 23
Boyar Value July 24
Maran Capital July 24
Tao Value July 24
Whitebrook Capital July 24
Canterbury Tollgate July 27
Ensemble Fund July 27
Greenhaven Road July 27
Horizon Kinetics July 27
Laughing Water Capital July 27
Old West Management July 27
Euclidean July 28
Miller Income Strategy July 28
Miller Opportunity Equity July 28
Miller Value July 28
Alluvial Capital July 29
Bonsai Partners July 29
Greystone Capital July 29
JDP Capital July 29
Pabrai Funds July 29
Spree Capital Advisors July 29
AltaFox Capital August 3
Arquitos Capital August 3
Baupost Group August 3
Donville Kent August 3
Evermore Global August 3
Fairholme Funds August 3
First Eagle August 3
Gator Capital August 3
Lakewood Capital August 3
Saga Partners August 4
Goehring & Rozencwajg August 5
Greenlight Capital August 5
Aikya August 6
Artko Capital August 6
Bluehawk Investment Group August 6
Emeth Value August 6
Howard Marks Memo – Time for Thinking August 6
Salt Light Capital August 6
Tweedy Browne August 6
Third Point Capital August 7
Coho Capital August 10
Bonhoeffer Capital August 11
Lightsail Capital August 11
Askeladden Capital August 12
Hayden Capital August 12
James Montier – Reasons Not to be Cheerful August 13
Jcapital Research – Starr Surgical August 13
Culper Research – Short Thesis on Blink Charging August 20
Greenwood Investors August 20
Mittleman Brothers August 20
RF Capital August 20
Superstring Capital August 20
TGV Intrinsic Fund August 20
Willow Oak Funds August 20
Broyhill August 21

 

Interview Date Posted
Ray Dalio – Bloomberg July 8
Greg Jensen – Bridgewater July 9
Charlie Munger July 10
Janet Yellen July 15
Sam Zell on REITs July 15
Josh Friedman July 17
Ensemble Capital – Market Update July 21
Invest Like the Best – Charlie Songhurst July 21
Howard Marks – CFA Society Chile August 3
Gavin Baker – AI Tailwind for Semiconductors August 3
Howard Marks Bloomberg August 7
Beeneet Kothari August 17
Joel Greenblatt August 20


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