*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.
There's a gold rush coming as electric vehicle manufacturers fight for market share, proclaimed David Einhorn at this year's 2021 Sohn Investment Conference. Check out our coverage of the 2021 Sohn Investment Conference here. Q1 2021 hedge fund letters, conferences and more SORRY! This content is exclusively for paying members. SIGN UP HERE If you Read More
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|