Q1 2017 Hedge Fund Letters is now up stay tuned as it is just the first day of the quarter

Also some hedge fund conferences in Q1 2017 will be profiled here

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.

If you are concerned about issues of confidentiality, privacy or other legal issues related to sending information, you can review the following ProPublica article on communicating confidentially.  ProPublica recommends that if you are sending information by mail, that you consider sending it without a return address, but we will accept any form of submission and protect your confidentiality to the full extent of the rights provided under the law.  Anonymous tips by email can be sent to tips(@)valuewalk.com.  Also for super secure-file sharing we like onionshare  and for messaging Signal App. I can be contracted on signal at 845-304-5782.

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–  The future of journalism can either be watermelon squeezing or holding our Government officials accountable for how they allocate our retirement money.

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.

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Last updated 4/30/2017


Q1 2017 Hedge Fund Letters Hedge Fund Letters To Investors
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2017 Hedge Fund Letters

Conferences Q1

LSE 2017 –Expect Hedge-Fund Returns to Be More Honda Than Rolls Royce: Point72

LSE – Man Group


Official feed

SocGen Conference

WEF Davos 2017

2017 Hedge Fund Letters

  1. Absolute Return Feb
  2. An Open Letter To Howard Marks
  3. Apollo Asia
  4. ADW Capital
  5. Alluvial Feb
  6. Alluvial March
  7. Alluvial Q1
  8. AlphaClone
  9. Aquitania Capital
  10. Arquitos Capital killing it
  11. Ariel Focus
  12. Ariel Appreciation
  13. Askeladden Capital
  14. Baskin
  15. Balyasny – Bezos of HFs
  16. Baupost
  17. Best bets
  18. Bezos
  19. Bill Nygren
  20. BlueTower
  21. Boyles
  22. Burr Capital
  23. Brevan Howard Jan
  24. BH Feb
  25. Broad Run
  26. Bronte Jan
  27. Causeaway
  28. Centaur Value
  29. Charlotte  Lane
  30. Corsair
  31. ClearBridge
  32. Crescat Capital Q1
  33. Curreen Capital
  34. Dodge & Cox
  35. Euclidean Q1
  36. Eton Park Capital shutting
  37. Stanphyl Capital January 2017
  38. Fasanara
  39. G&D – Kingstown Capital
  40. Greenlight January
  41. Greenlight on GM
  42. Feb
  43. Greenlight q1 letter
  44. Farnam
  45. First Quadrant
  46. FPA Capital
  47. FPA Crescent
  48. Greenwood
  49. Global Allocation Jan
  50. March
  51. Muhlenkamp Q1 2017
  52. Greenlight Mar
  53. HFT
  54. Horizon Kinetics
  55. Horseman Feb – throws in the towel
  56. Kase Cap
  57. Short ETFs
  58. Jamie Dimon
  59. Jensen
  60. Margate Capital
  61. Moab Capital
  62. Long Armstrong
  63. Mott
  64. Michael Gelband
  65. Mudrick short malls
  66. Massif Conglomerates Redux
  67. LNG
  68. Q1
  69. Longcast Advisors
  70. Longleaf Partners
  71. Longleaf
  72. We love vol!
  73. Newbrook short Blackbaud
  74. Newgate Capital
  75. Oakmark Select
  76. Odey Feb
  77. Odey February more
  78. Odey March
  79. Open Square
  80. Omega
  81. Polaris Global
  82. Polen
  83. Teton Capital
  84. Third Point, stat sheet
  85. Third Point Feb, stat sheet
  86. Third Point Mar
  87. Third Point March, stat sheet
  88. Third Point Q1
  89. Titan Opportunities Fund
  90. Pabrai
  91. Paulson Merger Arb Feb
  92. Paulson Mar
  93. Pershing January
  94. Pershing Feb
  95. Pershing Mar
  96. Pershing Slides
  97. Regal
  98. RGA
  99. Rhenman Healthcare
  100. Ruffer Q1
  101. Saber
  102. Sui Generis
  103. Soros
  104. Soundshore
  105. Stanphyl Capital Feb Tesla short
  106. Stanphyl March
  107. Starvine
  108. Stone House
  109. TGV Capital
  110. ValueAct
  111. Vallum Capital
  112. Vilas short TSLA
  113. Vilas Q1
  114. Vltava
  115. Wedgewood
  116. Weitz Funds
  117. Weitz Value

Q1 Hedge Fund Letters To Investors end

Feature stories



Q2 letters

Greenlight April

Stanphyl April

Conferences Q2


Morningstar Michael Lewis, Charles Bobrinskoy, Smart Beta, Bogle