By Jacob Wolinsky. Originally published at ValueWalk.
Hedge Fund Letters To Investors…. where can you find them? The short answer is that its complicated. The longer answer is that some hedge funds publicly release their letters because they have publicly traded vehicles while some smaller funds release them in an effort to get press not available to funds that size. Many of these funds have great track records but cannot compete with hedge fund managers who can do the rounds on CNBC, Bloomberg etc. whenever they want.
Some funds make it very hard to get their hedge fund letters via security and/or who they send it to. Thankfully, we have reliable sources and readers who help us in this process. While most of the time we cannot post the full letter when we can we do so and when we cannot we do an analysis which would fall under fair use. To make it easy to find hedge fund letters I decided to put together links of some funds I follow and/or receive their info and find their info interesting and/or of value. The links are not an endorsement of the fund and any omission does not mean we look down on the fund. I decided to put together this resource page which I hope to update a lot over the next few weeks and to add to at least annually if not more. So please come back and if you have any info which could help our readers please contact us at tips (@) valuewalk.com (all inquires are anonymous) without further to do here is our list of good readers for 2015/q4 letters.
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.
Hedge Fund Letters To Investors
- ADW Capital
- Alluvial Capital Management
- Absolute Return Partners
- Andy Hall’s Astenbeck Capital 2015 Annual Letter
- Azvalor
- Berkshire Hathaway
- Bretton
- Baupost Group – four links
- Now’s Not The Time To Give Up On Value
- Making Use Of Market Inefficiencies To Find Bargains In Distressed Debt
- “Catching Knives” Experiences Rare Yearly Loss, Looks Forward
- Value Investing In A Turbulent Market
- Brevan Howard
- BridgeWater Associates – Daily Observations- End Of Debt Supercycle
- Bronte Capital
- BroyHill
- Arquitos Capital Management
- Broadrun Investment Management
- Broadview Capital Management
- Coho Capital
- Chilmark Air
- Curreen Capital Management
- Cook & Bynum
- Crescat Capital
- Dichotomy Partners
- Daily Journal meeting
- Donville Kent
- Dodge & Cox
- East Coast Asset Management
- Eddie Lampert
- Euclidean Technologies
- EVCM Investors
- Farnam Street
- Fairholme Funds
- Greenlight Capital Management
- Half Moon Capital
- First Eagle Investment Management
- FPA Crescent Fund
- GMO
- GreenHaven Road Capital Management
- Greenwood
- Grey Owl Capital
- GoodHaven
- JDP Capital Management
- James Montier White Paper
- Lakewood Capital
- Hazelton
- Hayman Capital – China short
- Heartland Advisors
- Hoisington
- Horseman Capital
- Horizon Kinetics
- Horizon Kinetics Q4
- Howard Marks Memo – On The Couch
- Howard Marks Memo – What Does The Market Know
- Hugh Hendry
- iolite
- Leucadia
- Lone Pine Capital
- Long Leaf Partners
- Magellan Asset Management
- Maverick Capital
- Mittleman
- Meson Capital
- Moerus Capital
- Nevsky Capital 2015 letter – closing
- Odey
- Oakmark Funds
- Pershing Square Capital Letter
- Pershing Square Capital Presentation
- Pzena Asset Management
- Ruffer
- RV Capital
- SPX Nimitz
- Steben
- Sequoia Fund
- Starvine Capital
- Stanphyl Capital
- Sova Group
- SUI Generis
- T11 Capital
- TGV Partners
- Third Point Capital
- Thornburg Investments
- Turtle Creek
- Tweedy Browne
- ValueAct Capital
- Viking Global
- Vulcan Value
- Wedgewood Partners
- Weitz Funds
The post Hedge Fund Letters To Investors appeared first on ValueWalk.
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