By Jacob Wolinsky. Originally published at ValueWalk.
2016 Hedge Fund Letters page is now up!
Q4 and H2 2016 letters and also some hedge fund conferences.
The links are not an endorsement whatsoever nor does any omission mean anything, besides for the fact that we do not find the letter interesting/newsworthy or we do not have access to it. More on that below
As always we thank our readers for their help – Source journalism has become more difficult over the past few years due to opponents of freedom gaining the upper hand and we expect that trend to continue or get worse – we can use basically any method mentioned in this great ProPublica article to communicate confidentially. Regular tips can be sent to tips(@)valuewalk.com
Pension funds in particular invest hundreds of billions of taxpayer (YOUR money) in hedge funds. According to a recent report by Willis Towers Watson over $250 billion of pension money is invested in hedge funds and fund of funds. According to their own public records – New York City public pension funds alone have $4 billion in hedge funds and according to Barclays Prime Broker Research hedge funds have not generated positive alpha since 2011– citizens have a right to know how that money is being used. The future of journalism can either be watermelon squeezing or holding our Government officials accountable for how they allocate our retirement money – the choice is yours.
To use the snail mail method mentioned in the article (which cannot be opened without a warrant):
Use no return address
Send information to:
ValueWalk
Attn: Jacob Wolinsky, Michelle Jones, or Mark Melin
295 Madison Avenue 12th Floor
New York, NY 10017
This page was started on 1/1/2017 – barely any Q4/H2/2016 letters our out yet – which means we will have a ton more letters and conference coverage in coming months – so make sure to bookmark
NOTE: The list is in alphabetical order. To be completely accurate, while most funds listed below are hedge funds some are mutual funds or other (i.e. Berkshire Hathaway). The list is (mostly) in alphabetical order.
Last updated on 1/01/2017
Also check out
Into great hedge funds focused on small caps? Check out our new site!
2016 Hedge Fund Letters
Q4 conferences
- DealBook Conference 2016
- Reuters Industry Summit, Bruce Richards, Steve Einhorn, Hugh Hendry and more
- Evidence-Based Investing Conference 2016 – Swedroe, Ellis, Chanos, McNabb And Many More!, more notes, and more, and more
- Robin Hood 2016 Conference, more from conference
- Tilson slides from Robin Hood
- Robin Hood Slides
- No Labels conference – Nelson Peltz
- Sohn London Conference Notes 2016: Hohn, Bishop, Croxson & More
- Gaining the Edge – 2016 Hedge Fund Investor Leadership Summit
- Samantha Greenberg Long Disney
- More from Tislon on RH
- Greenlight’s David Einhorn On Bayer: Have Your Cake And Eat It Too
2016 Hedge Fund Letters – Q4
- Absolute Return Letter- Brexit Election
- Absolute Return November
- Ariel October letter
- Ariel on Intl risk
- Ardmore Capital closes
- Astenbeck Capital October
- Birch Grove Nov
- Bronte October
- Centaur Value Nov
- Cook & Bynumon P&G
- Cobia Capital
- Crescat Capital, election date update, and more
- Crescat Global Nov
- Dodge & Cox on active
- Elliott on Marathon
- Fasanara Capital November
- Fairholme Investor Call 11/18/16, official transcript
- FPA November
- GladeBrook Capital closure
- Global Allocation Fund November
- Greenlight Oct update
- Greenlight Nov Update
- Greenlight Capital 2016 returns
- Hawk Ridge Partners shorts Avocados
- Horseman Global on Trump and trade
- Horseman Global Nov letter
- Horseman – China broke?, the negative side of high yields
- Hugh Hendry Dec letter
- IceCap
- IceCap December
- Jensen Growth
- Moab Partners Oct – short Mexico exposure
- Moab November
- Muhlenkamp 2016 review
- October Absolute Return Letter – The New Normal
- OC Premium
- OC November
- Odey quiet after losses
- Odey November letter -down 50%
- Pierre Andurand Oct
- Pershing Square Oct update
- Pershing November update
- Ray Dalio confused about Trump, more from Daily Observations, bad call from Bridgewater here
- Ray Dalio on Trump
- Renaissance Technologies Medallion Fund profile
- Pershing Q3 call – Nov 10
- Pershing Square Q3 letter
- Sandon Activist Oct, Nov letter
- Sandon Capital – Iluka’s Iron Ore Royalty Over BHP Billiton’s MAC
- SPX Capital
- Stanphyl Capital October
- Stanphyl November
- Stanphyl Capital Up 31% in 2016
- Sui Generis November
- Trapeze Asset Management Nov letter
- Third Point Oct update
- Third Point Nov
- Third Point 2016 returns
- Tyrian Capital Closes
- Vilas surges
Some select (almost full) 2016 returns
2016 Hedge Fund Letters end but stay tuned for more
The post 2016 Hedge Fund Letters appeared first on ValueWalk.
Sign up for ValueWalk’s free newsletter here.