Value Investing

The Complete List of Q4 2019 Hedge Fund Letters to Investors

*Last updated on 15 January 2020

Greetings investors, and welcome to the Q4 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 here. This list will be updated every week as more hedge fund letters come 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
Earnest Capital Memo January 4
JPM Guide to the Markets January 4
Morgan Stanley 2020 Outlook January 6
Woodlock House January 7
Vltava Fund January 7
2Point2 Capital January 8
East72 Capital January 8
WCM Global Growth January 8
Akre Focus Fund January 10
MPE Capital January 10
Datt Capital January 10
DMX Capital January 11
EGP Capital January 11
Edgebrook Capital January 12
Sandon Capital January 12
Greenwood Investors January 13
Howard Marks Memo January 13
Lindsell Train January 13
RV Capital January 13
Vilas Fund January 13
Wedgewood Partners January 13
Andaz Private January 15
Saber Capital January 15

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Source: Vintage Value Investing

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