Value Investing

The Complete List of Q2 2019 Hedge Fund Letters to Investors


*Last updated on 16 July 2019

Greetings investors, and welcome to the Q2 2019 list of hedge fund letters and reports! Learn from the top investors on Wall Street, gain insights into the economy and financial markets, and know what to expect for the rest of the year.

These letters 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 every week 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 FirmDate Posted
KKR Midyear Macro ReportJuly 1
Oaktree Capital Insights – Real Estate CycleJuly 1
Third Point Capital Sony LetterJuly 1
Third Point Capital Sony PresentationJuly 1
Askeladden CapitalJuly 2
OSAM – The Earnings MirageJuly 2
Stanphyl CapitalJuly 2
Kerrisdale Capital – Tucows Short ThesisJuly 3
PE Ratio – A Users ManualJuly 3
Vltava FundJuly 4
Absolute Return PartnersJuly 9
Sequoia Fund Investor DayJuly 9
Sequoia FundJuly 9
Merion RoadJuly 9
Tollymore PartnersJuly 10
Ewing MorrisJuly 12
MPE CapitalJuly 12
Spree CapitalJuly 12
Wedgewood PartnersJuly 14

Want to know more about hedge fund investors? You’re in the right place! 

Find out how the famous value investor, Seth Klarman, manages his hedge fund.

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Source: Vintage Value Investing

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