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The Complete List of Q1 2017 Hedge Fund Letters to Investors

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**Updated 6/15/17 for IP Capital, Ophir Asset Management, and Bill Gross’s June Commentary.

Here is a list of hedge fund letters and reports, detailing Q1 performance and discussing what to look out for in the rest 2017. The letters in this list are from the top hedge funds and the most successful value investing firms in the world.

Most of this list was compiled by Reddit/r/SecurityAnalysis. We currently have 58 hedge fund letters. 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 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.

Now get reading!

Investment Firm Date Posted
Burr Capital April 11
Greenwood Investors April 11
Horizon Kinetics April 11
Maglan Capital April 11
Mutual Fund Observer April 11
Vltava Fund April 11
Bill Miller April 12
Mott Capital April 12
Absolute Return Partners – April April 13
Apollo Investment Management April 13
Bill Gross Commentary – April April 13
Causeaway Capital – April April 13
Euclidean Technologies April 14
Aquitania Capital April 18
Longleaf Partners April 18
Wedgewood Partners April 18
Broadview Capital April 19
FPA Capital Fund April 19
Howard Marks Memo April 19
Weitz Funds April 19
Arquitos Capital Partners April 20
Baskin Wealth Management April 20
Blue Tower Asset Management April 20
Massif Capital April 20
Open Square Capital April 20
Polen Capital April 22
RP Investment Advisors April 22
Greenlight Capital April 25
Longcast Advisors April 26
Broadrun Capital April 27
Third Point Capital April 28
Alluvial Capital May 2
Crescat Capital May 2
Horizon Kinetics May 2
GMO May 2
Value Investor Insight – April May 2
Greenskeeper Asset Management May 3
Grey Owl Capital May 6
Vulcan Value Partners May 7
Meson Capital May 8
Mittleman Brothers May 8
Tweedy Browne May 9
Greenlight Ira Sohn May 11
Pershing Square Ira Sohn May 11
Pershing Square Letter May 12
Pershing Square Herbalife May 12
Pzena Asset Management May 12
Greenhaven Road May 14
Malgan Capital May 14
Avenir Capital May 17
Morgan Creek Capital May 17
Symphony Holdings May 18
Lighthouse Advisors May 18
Weiss Korea Fund May 22
GMO – For Whom The Bell Tolls May 27
GMO – The Reserve May 27
Vina Capital May 27
Kerrisdale Capital May 30
Cable Car Capital June 1
Absolute Return Partners – May June 4
Petra Capital Management June 4
IP Capital Partners June 6
Ophir Asset Management June 12
Bill Gross – June Commentary June 13