The Complete List Of Q3 2020 Hedge Fund Letters To Investors

*Last updated on 30 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 Firm	Date Posted
Andaz Private Investments	September 30
Comus Investments	October 1
Distillate Capital	October 1
Eschler Asset Management	October 1
T11 Capital Management	October 1
Worm Capital	October 1
Absolute Return Partners – Modern Monetary Theory Explored	October 6
JPMorgan Guide to the Markets	October 6
Kerrisdale Capital – AtriCure Short Thesis	October 6
Spruce Point Capital – Sunnova Energy Short Thesis	October 6
Goehring & Rozencwajg	October 7
Bill Nygren	October 8
Black Bear Value Partners	October 8
First Eagle Management – China	October 8
DMZ Partners	October 9
DoubleLine	October 9
Goldman Sachs – Post Election Policies	October 9
Third Point Capital – Disney Letter	October 9
Vltava Fund	October 9
Citron Research – Compass Pathways Long Thesis	October 13
Ensemble Fund	October 13
Grizzly Reports – Short Thesis on Celsius Holdings	October 13
Hindenburg Research – Loop Industries	October 13
JCap Research – Short Thesis on ACM Research	October 13
Newfound Research	October 13
Starboard Value – Corteva and ON Semiconductors	October 13
Howard Marks Memo	October 13
Argosy	October 15
Massif Capital – ESG	October 15
Mclain Capital	October 15
Ruane, Cunniff & Goldfarb	October 15
Spree Capital	October 15
Summer Value Partners	October 15
Upslope Capital	October 15
Bill Miller	October 16
Boyar Value Group	October 16
Bonitas Research – Short Thesis on Hyliion	October 16
Cedar Creek Partners	October 16
Cooper Investors	October 16
Curreen Capital	October 16
Third Point Capital	October 16
Wedgewood Partners	October 16
Blue Tower Asset Management	October 20
Laughing Water Capital	October 20
NZS Capital	October 20
Alluvial Capital	October 21
Bronte Capital	October 21
Hoisington	October 21
Polen Global Growth	October 21
Viceroy Research – Grenke	October 21
Weitz Management	October 21
Bireme	October 23
Bonsai Partners	October 23
Forager Funds	October 23
Glasshouse Research – Columbia Sportswear Short Thesis	October 23
Massif Capital	October 23
Oldfield Partners	October 23
Sparkline Capital – Intangibles	October 23
Aikya	October 26
Arisaig	October 26
Giverny Capital	October 26
Luca Capital	October 26
Nomadic Value	October 26
Turtle Creek	October 26
White Brook Capital	October 26
Grizzly Reports – Short Thesis on SPI Energy	October 27
First Eagle Value	October 28
Gator Capital	October 28
Greenlight Capital	October 28
ICM	October 28
Maran Partners	October 28
Steel City Capital	October 28
FPA Capital Fund	October 29
FPA Crescent Fund	October 29
Graham & Doddsville	October 29
Donville Kent	November 1
Greenhaven Road	November 1
Greenwood Investors	November 1
Horizon Kinetics	November 1
Lazard Review of Share Holder Activism	November 1
Miller Value Partners – Deep Value	November 1
Miller Value Partners – Income	November 1
Miller Value Partners – Opportunity	November 1
Space Investment Quarterly	November 1
Third Avenue Value Fund	November 1
2Point2 Capital	November 5
Alta Fox Capital	November 5
Arquitos Capital	November 5
Artko Capital	November 5
Blue Orca – Seek LTD Short Thesis	November 5
Cartenna Capital	November 5
Desert Lion Capital	November 5
Equirus Fund	November 5
Silver Ring Partners	November 5
Tweedy Browne	November 11
1Main Capital	November 12
Black Bear Value Partners	November 12
Bonitas Research – China Harmony Auto Holdings Short Thesis	November 12
Goehring & Rozencwajg	November 12
Greystone Capital	November 12
Miller Howard Investments	November 12
Mittleman Brothers	November 12
Muddy Waters – MultiPlan Short Thesis	November 12
Pzena	November 12
Selcouth Capital	November 12
Tollymore Partners	November 12
Compound Everyday Capital	November 16
Crescat Capital	November 16
Merion Road	November 16
Riverpark Long/Short Opportunity Fund	November 16
Spruce Point Capital – AVY Short Thesis	November 16
Hayden Capital	November 19
Hayden Capital – Afterpay Presentation	November 19
Rhizome Partners	November 19
Muddy Waters – Joyy Inc Short Thesis	November 19
Bluehawk Investors – Pinterest	November 24
Greenhavenroad Partners Fund	November 24
IP Capital Partners	November 24
JPM – Long Term Capital Market Assumptions	November 24
Kerrisdale Capital – Tattooed Chef Short Thesis	November 24
Rowan Street Capital	November 24

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