*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