Editor’s note – we have a lot more here check it out
This post is brought to you by Finbox.io. Sign up for your completely FREE trial today!
*Last updated on 2/12/18
What’s up, what’s up! Welcome to the Q4 2017 list of hedge fund letters and reports! Read top investors’ commentary on economic activity and market performance in 2017 and what to expect in 2018.
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. ! I’ll keep this list updated as more hedge fund letters are sent in.
For past hedge fund letters and reports, check out the full Vintage Value Investing archive of Hedge Fund Letters.
Ready. Set. Read!
| Investment Firm | Date Posted |
| Byron Wien 2018 Suprises | January 5 |
| Ewing Morris | January 5 |
| Jeremy Grantham Memo | January 5 |
| Michael Mauboussin – How Well Do You Compare | January 5 |
| Value Investor Insight December | January 5 |
| Wiedower Capital | January 5 |
| Weitz Asset Management | January 5 |
| MPE Capital | January 7 |
| Vltava Fund | January 8 |
| Absolute Return Partners | January 11 |
| Bill Gross January Memo | January 11 |
| Carl Icahn Letter to Sandridge | January 11 |
| Vilas Capital | January 11 |
| FPA Capital Fund | January 13 |
| Wedgewood Partners | January 13 |
| Kennox Value Fund | January 14 |
| Polen Capital | January 15 |
| Greenlight Capital | January 16 |
| Wolf Hill Capital Management | January 16 |
| KKR 2018 Outlook | January 17 |
| Barron’s 2018 Roundtable | January 18 |
| Horizon Kinetics Presentation | January 18 |
| Adventur.es | January 19 |
| Euclidean Technologies | January 19 |
| Third Avenue Real Estate Fund | January 19 |
| Third Avenue Small Cap Fund | January 19 |
| Third Avenue International Value Fund | January 19 |
| Third Avenue Value Fund | January 19 |
| Upslope Capital | January 19 |
| Artko Capital | January 20 |
| Fundsmith Fund | January 21 |
| Horizon Kinetics | January 21 |
| Tao Value | January 21 |
| Curreen Capital | January 22 |
| Sequoia Fund | January 22 |
| Ed Thorpe Interview | January 23 |
| Hypotenuse Capital | January 23 |
| Weitz Funds | January 23 |
| Forager Funds | January 24 |
| Greenwood Investors | January 24 |
| Howard Marks Memo | January 24 |
| Longleaf Partners | January 24 |
| Arquitos Capital | January 25 |
| Atlantic Investment Management | January 26 |
| Bill Miller Commentary | January 26 |
| Miller Value Partners Equity Fund | January 26 |
| Miller Value Partners Income Fund | January 26 |
| Clear Bridge Value Trust | January 27 |
| RV Capital | January 27 |
| TGV Partners Funds | January 27 |
| TGV Rubicon Fund | January 27 |
| UK Value Investor Lessons | January 27 |
| IP Capital Partners | January 28 |
| Dane Capital | January 29 |
| Pershing Square Holdings | January 29 |
| Tweedy Browne | January 29 |
| Alluvial Capital | January 30 |
| Centaur Funds | January 30 |
| FPA Crescent Fund | January 30 |
| Goehring & Rozencwajg | January 31 |
| River Park CMBS Fund | January 31 |
| River Park Fixed Income Funds | January 31 |
| River Park Growth Fund | January 31 |
| River Park Long/Short Opportunity Fund | January 31 |
| River Park Value Fund | January 31 |
| Turtle Creek Asset Management | January 31 |
| Vltava Fund | January 31 |
| Vulcan Value Partners | January 31 |
| Absolute Return Partners | February 1 |
| Fairholme FUnds | February 1 |
| Picton Mahoney | February 1 |
| Pzena Asset Management | February 1 |
| Greenhaven Road Capital | February 3 |
| Maran Capital | February 3 |
| Activist Investing Annual Review | February 4 |
| Hazelton Capital | February 4 |
| Platinum Asset Management | February 4 |
| Adestella Investment Management | February 5 |
| Barrage Capital | February 5 |
| Ewing Morris – A New Take on Fixed Income | February 5 |
| Ewing Morris – Broadview Fund | February 5 |
| Goodhaven Funds | February 5 |
| Kempen Value Fund | February 5 |
| Laughing Water Capital | February 5 |
| Blue Tower Asset Management | February 7 |
| Hayden Capital | February 7 |
| Kerrisdale Capital – Eastman Kodak | February 8 |
| Mar Vista Investment Partners | February 8 |
| Muddy Waters – IQE PLC | February 8 |
| Spruce Point Capital – Realty Income | February 8 |
| Crescat Capital | February 9 |
| Century Management | February 11 |
| IBV Capital | February 11 |
| RLT Capital | February 11 |
| Edgemoor Investment Advisors | February 12 |
| Polleit & Riechert | February 12 |
