Hedge Fund Letters – UPDATED 6/3 – Top Conferences, Sohn, Shortselling, Top Emerging Managers, Cooperman, ValueAct, Pabrai, Einhorn, Loeb, Activism And A TON More

Hedge Fund Letters – UPDATED  6/3  –  Top Conferences, Sohn, Shortselling, Top Emerging Managers, Cooperman, ValueAct, Pabrai, Einhorn, Loeb, Activism And A TON More


While Q1 is just starting, Q4/2017 seemed to be a very busy and belated year. We have a LOT of hedge fund coverage even from just the past few days – furthermore, we started our Q1 2018 material and are already making progress so in a month or two should have a lot more up there. Check it out below – it can always be found at this link

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NOTE: The list is mostly in category and alphabetical order. While most funds listed below are hedge funds some are mutual funds or other (i.e. Berkshire Hathaway), some letters are public Additionally, we cannot post full letters in most cases because of US copyright law and it would likely not fall under fair use (one reader had the idea that we could or did – although I don’t even know why he did, but to avoid any confusion we must state that again).

Last updated 6/1

Exodus Point Outperforms As Rates Trading Profits Jump [Exclusive]

Value Bin Default RatesMichael Gelband’s Exodus Point launched in 2018 with $8.5 billion in assets. Expectations were high that the former Millennium Management executive would be able to take the skills he had learned at Izzy Englander’s hedge fund and replicate its performance, after a decade of running its fixed income business. The fund looks to be proving Read More

Top Emerging Hedge Fund Managers (a lot of great names you will not see elsewhere – value fund managers producing 15 or 20% net returns yearly gross sometimes 30%), JHL, Sequia,  Berkshire Hathaway,  BillAckman, Dan Loeb, David Einhorn, GrizzlyRock, Mohnish Pabrai, Sohn Conference detailed notes/decks etc., Ivey Ben Graham Conference, Gator Financial, CooperCreek, Milken videos, Shortselling Kase Conference in-depth notes, Stan Druckenmiller, ValueAct And  Much More all there

A lot is our coverage but we also include third party stuff when its good and value added we are not there to promote our own stuff (Esp as its already paywalled) our goal is an indepth resource for readers to see. The Reddit quarterly thread is getting popular and while we are fans and also biased towards ourselves our list has a lot more and interesting items some in public domain and some only found on ValueWalkPremium

It is more than just letters at this point but also a lot of conference coverage in particular is there.

Also see

For 2017

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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver
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