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H2 hedge fund letters can be found below. This page was started on 12/30/2017 and because the quarter/half/year did not end the content is going to be a bit bare, but stay tuned as we do a lot more coverage over the coming weeks and even months – even now we have a decent amount of Q4/H2 material, but obviously patience will be needed for the majority of it, we will be updating on a regular basis as we get more material/s.
[erforms id=”2273669″]Besides for 2017 Q4/full year/ and h2 hedge fund letters we have also been expanding our coverage into conferences. We can use reader help on that so please feel free to reach out if you are competent and trustworthy. The theme this quarter is public pensions but we discussed it here so for now we are just going straight into the content.
2/18 more updates also check our our investor book lists!
2/14 more updates again!
2/13/18 A lot more updated in past few days
H2 hedge fund letters updated again 2/9 we got more and more coming so ignore what we wrote below!
2/11 Yet again and some more coming as we start to add Q1 2018 coverage!!
Updated 2/8 a lot added tonight but besides a few letters we expect to get H2 hedge fund letters wrap should be winding down soon – but stay tuned since Q118 letters will be going here until April 1st when that post goes up and there is yet a bit more to come.
For 2017
- Q1
- Q2
- Q3
- Small caps q4
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).
H2 Hedge fund Letters
Ariel
- Focus 1/22
- Appreciation 1/21
Artko Capital 1/20
Adventur.es 1/18
Adestella 2/5
AlphaClone 1/9
- Jan 2/3
Alluvial 11/24
- Dec update 1/25
- Q4 letter 1/25
Alpine 2/5
Askeladden 1/11
Ariel
Aristotle
- Q4 1/9
Absolute Return 11/1
Atlantic Investment 1/26
Arquitos 1/24
Asia Frontier Capital
- Dec 1/10
Balyasny 1/26
BlackBear 2/5
BroadRun 2/17
Baupost WSJ 1/20
Bill Miller 1/25
Bill Nygren 1/9
Bill Gross 1/11
BlueMountain 1/30
BlueTower 2/5
Boyles 1/25
Black Bear 1/13
Barac
Bronte
- Tudor 2/8
Turtle Creek 1/31
UK Value 1/30