Every quarter, FinMasters curates an archive of quarterly hedge fund letters from all over the web.
These letters are from the top hedge funds and the most successful investment 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.
Many of the letters are sourced from Reddit/r/SecurityAnalysis but also include other sources. If you have any more hedge fund letters or reports – especially ones with a value investing focus – please send them here.
Enjoy the archive!
2024 Hedge Fund Letters
Q1 2024 Hedge Fund Letters
| Investment Firm | Date Posted |
| Warden Capital | April 8 |
| Oakmark Funds | April 8 |
| Jcap Research – AXT Inc | April 8 |
| Headwaters Capital | April 8 |
2023 Hedge Fund Letters
Q4 2023 Hedge Fund Letters
| Investment Firm | Date Posted |
|---|---|
| Kerrisdale Capital | March 28 |
| Goldman Sachs Top of the Mind | March 27 |
| Goldman Sachs Global Views | March 27 |
| Deloitte Digital Media Trends 2024 | March 27 |
| Giverny Capital | March 19 |
