Value Investing

Q1 Hedge fund Letters

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*Last updated on 4/16/18

Hello! Welcome to the Q1 2018 list of hedge fund letters and reports! Learn from the top investors in the game and gain insights into the economy and financial markets in 2018 and what to expect for the rest of the year.

The letters in this list 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 my way! I’ll keep this list updated as more hedge fund letters are sent 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 Firm Date Posted
Analysis and Valuation of Insurance Companies April 10
Askeladden Capital April 10
Blue Tower Asset Management April 10
Greenlight Capital April 10
Schroders Global Markets Perspective April 10
Sequoia Fund April 10
Understanding High Yield Bonds April 10
Upslope Capital April 10
Vltava Fund April 10
Akre Focus Fund April 14
Exor 2017 Annual Letter April 14
Jamie Dimon 2017 Annual Letter April 14
Longleaf Partners April 14
Oakmark Funds April 14

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