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The Complete List of Q4 2019 Hedge Fund Letters to Investors

*Last updated on 17 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!

Investment FirmDate Posted
Earnest Capital MemoJanuary 4
JPM Guide to the MarketsJanuary 4
Morgan Stanley 2020 OutlookJanuary 6
Woodlock HouseJanuary 7
Vltava FundJanuary 7
2Point2 CapitalJanuary 8
East72 CapitalJanuary 8
WCM Global GrowthJanuary 8
Akre Focus FundJanuary 10
MPE CapitalJanuary 10
Datt CapitalJanuary 10
DMX CapitalJanuary 11
EGP CapitalJanuary 11
Edgebrook CapitalJanuary 12
Sandon CapitalJanuary 12
Greenwood InvestorsJanuary 13
Howard Marks MemoJanuary 13
Lindsell TrainJanuary 13
RV CapitalJanuary 13
Vilas FundJanuary 13
Wedgewood PartnersJanuary 13
Andaz PrivateJanuary 15
Saber CapitalJanuary 15
Sumzero 2020January 15
Upslope Capital – Focus Financial Short ThesisJanuary 15
BlackrockJanuary 16
Cooper InvestorsJanuary 16
L1 CapitalJanuary 16
MOI Global Best Ideas 2020January 16
Prescience Point – Medallia Short ThesisJanuary 16
Research AffiliatesJanuary 16
JPM Global Alternatives OutlookJanuary 17
Massif CapitalJanuary 17
Spree CapitalJanuary 17
TGV – Rubicon FundJanuary 17
Bill MillerJanuary 20
Bill Nygren CommentaryJanuary 20
FundsmithJanuary 20
Salt Light CapitalJanuary 20
KKR Global Macro Trends 2020January 21
SageOne Investment AdvisorsJanuary 21
Donville KentJanuary 22
Ensemble FundJanuary 22
Greenlight CapitalJanuary 22
Polen Capital Focus GrowthJanuary 22
Apollo Asia FundJanuary 23
HGC ManagementJanuary 23
Palm Harbour CapitalJanuary 23
Silver Ring Value PartnersJanuary 23
Silver Ring Value Partners – Owens-IllinoisJanuary 23
White Crane CapitalJanuary 23
Wolfhill CapitalJanuary 23
Alluvial CapitalJanuary 24
Artko CapitalJanuary 24
David HerroJanuary 24
Ewing MorrisJanuary 24
Ewing Morris – Dark Horse FundJanuary 24
Greenwood InvestorsJanuary 24
Sequoia FundJanuary 24
First Eagle Value FundJanuary 25
Summers Value PartnersJanuary 25
Long Cast AdvisorsJanuary 26
Mott CapitalJanuary 26
TGV – Partners FundJanuary 26
Artemis CapitalJanuary 27
Whitebrook CapitalJanuary 27
Arquitos CapitalJanuary 28
Curreen CapitalJanuary 28
Euclidean TechnologiesJanuary 28
Euler Hermes on RetailJanuary 28
Forager FundsJanuary 28
FPA Capital FundJanuary 28
Maran CapitalJanuary 28
Stanphyl CapitalJanuary 28
Starboard Letter to GCPJanuary 28
Starvine CapitalJanuary 28
Turtle CreekJanuary 28
Weitz FundJanuary 28
Kerrisdale Capital – Principia BiopharmaJanuary 29
RGA Investment AdvisorsJanuary 29
VGI PartnersJanuary 29
Boyar’s ValueJanuary 30
Crescat CapitalJanuary 30
Gator CapitalJanuary 30
Horizon KineticsJanuary 30
Martin Capital ManagementJanuary 30
RLT CapitalJanuary 30
Ben Evans – Tech in 2020January 31
Fairholme FundsJanuary 31
Third Point CapitalJanuary 31
1 Main CapitalFebruary 3
Alphyn CapitalFebruary 3
Lyrical Asset ManagementFebruary 3
Tweedy BrowneFebruary 3
Absolute Return PartnersFebruary 4
Argosy InvestorsFebruary 4
Credit Suisse 2020 Global OutlookFebruary 4
Goehring & RozencwajgFebruary 4
Huffman PrairieFebruary 4
Perpetual Global InnovationFebruary 4
Alta Fox CapitalFebruary 6
Bluetower Asset ManagementFebruary 6
Bumbershoot HoldingsFebruary 6
Laughing Water CapitalFebruary 6
Pershing Square Annual PresentationFebruary 6
Compound VCFebruary 7
FPA Crescent FundFebruary 10
IP CapitalFebruary 10
Starboard Letter to EbayFebruary 10
TGV Truffle FundFebruary 10
Tyro CapitalFebruary 10
Admiral CapitalFebruary 11
Horizon Capital – Asia FundFebruary 11
Verdad Capital – Crisis InvestingFebruary 11
Bonhoeffer FundFebruary 13
GMOFebruary 14
Jeremy GranthamFebruary 14
Kerrisdale Capital – Short Thesis on Match Group/IACFebruary 14
Aturna CapitalFebruary 15
AVI Japan Opportunity TrustFebruary 15
Greenhaven Road CapitalFebruary 15
Hayden CapitalFebruary 15
TGV Intrinsic FundFebruary 15


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