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The Complete List of Q4 2019 Hedge Fund Letters to Investors

*Last updated on 23 February 2020

Greetings investors, and welcome to the Q4 2019 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!

Earnest Capital Memo January 4
JPM Guide to the Markets January 4
Morgan Stanley 2020 Outlook January 6
Woodlock House January 7
Vltava Fund January 7
2Point2 Capital January 8
East72 Capital January 8
WCM Global Growth January 8
Akre Focus Fund January 10
MPE Capital January 10
Datt Capital January 10
DMX Capital January 11
EGP Capital January 11
Edgebrook Capital January 12
Sandon Capital January 12
Greenwood Investors January 13
Howard Marks Memo January 13
Lindsell Train January 13
RV Capital January 13
Vilas Fund January 13
Wedgewood Partners January 13
Andaz Private January 15
Saber Capital January 15
Sumzero 2020 January 15
Upslope Capital – Focus Financial Short Thesis January 15
Blackrock January 16
Cooper Investors January 16
L1 Capital January 16
MOI Global Best Ideas 2020 January 16
Prescience Point – Medallia Short Thesis January 16
Research Affiliates January 16
JPM Global Alternatives Outlook January 17
Massif Capital January 17
Spree Capital January 17
TGV – Rubicon Fund January 17
Bill Miller January 20
Bill Nygren Commentary January 20
Fundsmith January 20
Salt Light Capital January 20
KKR Global Macro Trends 2020 January 21
SageOne Investment Advisors January 21
Donville Kent January 22
Ensemble Fund January 22
Greenlight Capital January 22
Polen Capital Focus Growth January 22
Apollo Asia Fund January 23
HGC Management January 23
Palm Harbour Capital January 23
Silver Ring Value Partners January 23
Silver Ring Value Partners – Owens-Illinois January 23
White Crane Capital January 23
Wolfhill Capital January 23
Alluvial Capital January 24
Artko Capital January 24
David Herro January 24
Ewing Morris January 24
Ewing Morris – Dark Horse Fund January 24
Greenwood Investors January 24
Sequoia Fund January 24
First Eagle Value Fund January 25
Summers Value Partners January 25
Long Cast Advisors January 26
Mott Capital January 26
TGV – Partners Fund January 26
Artemis Capital January 27
Whitebrook Capital January 27
Arquitos Capital January 28
Curreen Capital January 28
Euclidean Technologies January 28
Euler Hermes on Retail January 28
Forager Funds January 28
FPA Capital Fund January 28
Maran Capital January 28
Stanphyl Capital January 28
Starboard Letter to GCP January 28
Starvine Capital January 28
Turtle Creek January 28
Weitz Fund January 28
Kerrisdale Capital – Principia Biopharma January 29
RGA Investment Advisors January 29
VGI Partners January 29
Boyar’s Value January 30
Crescat Capital January 30
Gator Capital January 30
Horizon Kinetics January 30
Martin Capital Management January 30
RLT Capital January 30
Ben Evans – Tech in 2020 January 31
Fairholme Funds January 31
Third Point Capital January 31
1 Main Capital February 3
Alphyn Capital February 3
Lyrical Asset Management February 3
Tweedy Browne February 3
Absolute Return Partners February 4
Argosy Investors February 4
Credit Suisse 2020 Global Outlook February 4
Goehring & Rozencwajg February 4
Huffman Prairie February 4
Perpetual Global Innovation February 4
Alta Fox Capital February 6
Bluetower Asset Management February 6
Bumbershoot Holdings February 6
Laughing Water Capital February 6
Pershing Square Annual Presentation February 6
Compound VC February 7
FPA Crescent Fund February 10
IP Capital February 10
Starboard Letter to Ebay February 10
TGV Truffle Fund February 10
Tyro Capital February 10
Admiral Capital February 11
Horizon Capital – Asia Fund February 11
Verdad Capital – Crisis Investing February 11
Bonhoeffer Fund February 13
GMO February 14
Jeremy Grantham February 14
Kerrisdale Capital – Short Thesis on Match Group/IAC February 14
Aturna Capital February 15
AVI Japan Opportunity Trust February 15
Greenhaven Road Capital February 15
Hayden Capital February 15
TGV Intrinsic Fund February 15
Coho Capital February 18
Askeladden Capital February 19
Broyhill Asset Management February 19
Horos AM February 19
Spruce Point Capital – Dropbox February 19
Agman Capital February 20
Berkshire Hathaway February 23
Bilgari Holdings February 23
Saga Partners February 23
Semper Augustus February 23

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