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The Complete List Of Q3 2020 Hedge Fund Letters To Investors

*Last updated on 22 November 2020

Greetings investors, and welcome to the Q3 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
Andaz Private InvestmentsSeptember 30
Comus InvestmentsOctober 1
Distillate CapitalOctober 1
Eschler Asset ManagementOctober 1
T11 Capital ManagementOctober 1
Worm Capital October 1
Absolute Return Partners – Modern Monetary Theory ExploredOctober 6
JPMorgan Guide to the MarketsOctober 6
Kerrisdale Capital – AtriCure Short ThesisOctober 6
Spruce Point Capital – Sunnova Energy Short ThesisOctober 6
Goehring & RozencwajgOctober 7
Bill NygrenOctober 8
Black Bear Value PartnersOctober 8
First Eagle Management – ChinaOctober 8
DMZ PartnersOctober 9
DoubleLineOctober 9
Goldman Sachs – Post Election PoliciesOctober 9
Third Point Capital – Disney LetterOctober 9
Vltava FundOctober 9
Citron Research – Compass Pathways Long ThesisOctober 13
Ensemble FundOctober 13
Grizzly Reports – Short Thesis on Celsius HoldingsOctober 13
Hindenburg Research – Loop IndustriesOctober 13
JCap Research – Short Thesis on ACM ResearchOctober 13
Newfound ResearchOctober 13
Starboard Value – Corteva and ON SemiconductorsOctober 13
Howard Marks MemoOctober 13
ArgosyOctober 15
Massif Capital – ESGOctober 15
Mclain CapitalOctober 15
Ruane, Cunniff & GoldfarbOctober 15
Spree CapitalOctober 15
Summer Value PartnersOctober 15
Upslope CapitalOctober 15
Bill MillerOctober 16
Boyar Value GroupOctober 16
Bonitas Research – Short Thesis on HyliionOctober 16
Cedar Creek PartnersOctober 16
Cooper InvestorsOctober 16
Curreen CapitalOctober 16
Third Point CapitalOctober 16
Wedgewood PartnersOctober 16
Blue Tower Asset ManagementOctober 20
Laughing Water CapitalOctober 20
NZS CapitalOctober 20
Alluvial CapitalOctober 21
Bronte CapitalOctober 21
HoisingtonOctober 21
Polen Global GrowthOctober 21
Viceroy Research – GrenkeOctober 21
Weitz ManagementOctober 21
BiremeOctober 23
Bonsai PartnersOctober 23
Forager FundsOctober 23
Glasshouse Research – Columbia Sportswear Short ThesisOctober 23
Massif CapitalOctober 23
Oldfield PartnersOctober 23
Sparkline Capital – IntangiblesOctober 23
AikyaOctober 26
ArisaigOctober 26
Giverny CapitalOctober 26
Luca CapitalOctober 26
Nomadic ValueOctober 26
Turtle CreekOctober 26
White Brook CapitalOctober 26
Grizzly Reports – Short Thesis on SPI EnergyOctober 27
First Eagle ValueOctober 28
Gator CapitalOctober 28
Greenlight CapitalOctober 28
ICMOctober 28
Maran PartnersOctober 28
Steel City CapitalOctober 28
FPA Capital FundOctober 29
FPA Crescent FundOctober 29
Graham & DoddsvilleOctober 29
Donville KentNovember 1
Greenhaven RoadNovember 1
Greenwood InvestorsNovember 1
Horizon KineticsNovember 1
Lazard Review of Share Holder ActivismNovember 1
Miller Value Partners – Deep ValueNovember 1
Miller Value Partners – IncomeNovember 1
Miller Value Partners – OpportunityNovember 1
Space Investment QuarterlyNovember 1
Third Avenue Value FundNovember 1
2Point2 CapitalNovember 5
Alta Fox CapitalNovember 5
Arquitos CapitalNovember 5
Artko CapitalNovember 5
Blue Orca – Seek LTD Short ThesisNovember 5
Cartenna CapitalNovember 5
Desert Lion CapitalNovember 5
Equirus FundNovember 5
Silver Ring PartnersNovember 5
Tweedy BrowneNovember 11
1Main CapitalNovember 12
Black Bear Value PartnersNovember 12
Bonitas Research – China Harmony Auto Holdings Short ThesisNovember 12
Goehring & RozencwajgNovember 12
Greystone CapitalNovember 12
Miller Howard InvestmentsNovember 12
Mittleman BrothersNovember 12
Muddy Waters – MultiPlan Short ThesisNovember 12
PzenaNovember 12
Selcouth CapitalNovember 12
Tollymore PartnersNovember 12
Compound Everyday CapitalNovember 16
Crescat CapitalNovember 16
Merion RoadNovember 16
Riverpark Long/Short Opportunity FundNovember 16
Spruce Point Capital – AVY Short ThesisNovember 16
Hayden CapitalNovember 19
Hayden Capital – Afterpay PresentationNovember 19
Rhizome PartnersNovember 19
Muddy Waters – Joyy Inc Short ThesisNovember 19


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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.