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The Complete List of Q2 2017 Hedge Fund Letters to Investors

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*Last updated on 10/2/17

Without any further ado, here’s the list of Q2 2017 hedge fund letters and reports, which recap Q2 economic and market performance and discuss what to expect in the second half 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. 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 start reading!

Investment FirmDate Posted
Absolute Return Partners – JulyJuly 11
Burr CapitalJuly 11
Ewing MorrisJuly 11
Fairholme Fund – Conference CallJuly 11
Maglan CapitalJuly 11
Mott Capital ManagementJuly 11
Oakmark FundsJuly 11
Ophir Asset ManagementJuly 11
Vltava FundJuly 11
RV CapitalJuly 13
KKR Mid Year ReviewJuly 13
Bank for International SettlementsJuly 15
Greenwood InvestorsJuly 15
Jeremy Grantham MemoJuly 15
KennoxJuly 15
Spruce Point Capital Gentex ThesisJuly 15
Wedgewood PartnersJuly 15
Saber Capital Memo on MoatJuly 16
Blue Tower Asset ManagementJuly 17
Greenlight CapitalJuly 17
Trian Partners Letter to P&GJuly 17
Longleaf PartnersJuly 18
Weitz InvestmentsJuly 18
Rockefeller & Co Global ForesightJuly 20
Clearbridge ValueJuly 22
Horizon KineticsJuly 22
Longleaf PartnersJuly 22
RP Investment AdvisorsJuly 22
Thornburg Value TrustJuly 22
TGV – Partners FundJuly 23
Alluvial CapitalJuly 24
Artko CapitalJuly 24
Elm Ridge CapitalJuly 25
Howard Marks MemoJuly 27
MagellanJuly 27
RV CapitalJuly 27
Third Point CapitalJuly 27
Vilas CapitalJuly 27
Tweedy BrowneJuly 28
Euclidean CapitalJuly 29
River Park Value FundJuly 29
Pzena Investment ManagementJuly 31
Tweedy BrowneJuly 31
Hayden CapitalAugust 1
Laughing Water CapitalAugust 1
Meson CapitalAugust 1
Wolf Hill CapitalAugust 1
IP Capital PartnersAugust 3
Mittleman BrothersAugust 3
Third Avenue – InternationalAugust 3
Third Avenue – Real EstateAugust 3
Third Avenue – Small CapAugust 3
Third Avenue – ValueAugust 3
Grey Owl CapitalAugust 4
GMOAugust 4
Sequoia Fund Investor Day TranscriptAugust 4
Vulcan Value PartnersAugust 4
Arquitos CapitalAugust 5
Greenhaven Road CapitalAugust 5
RTL CapitalAugust 5
Sequioa FundAugust 5
TGV – Rubicon FundAugust 5
TGV – Truffle FundAugust 5
CQS InsightsAugust 6
Crescat CapitalAugust 6
Fairholme FundsAugust 6
Evermore GlobalAugust 7
River Park Income FundAugust 8
Up Slope CapitalAugust 9
DCG Value FundAugust 11
L1 CapitalAugust 11
Probus OpportunitiesAugust 11
Value Partners FundAugust 11
Petra CapitalAugust 14
FPA Crescent FundAugust 15
GMO White PaperAugust 15
Rhizome PartnersAugust 16
Rothschild Investment TrustAugust 16
Counterpoint Asia MacroAugust 22
Saber Capital ManagementAugust 22
Singular PointAugust 22
Bireme CapitalAugust 26
GMO White PaperAugust 26
Broadrun CapitalAugust 28
Horizon Kinetics – PE MemoAugust 28
Longcast AdvisorsAugust 28
Bireme CapitalAugust 31
Broadrun CapitalAugust 31
Chou FundsAugust 31
FRMOSeptember 1
Goehring & RosencwajgSeptember 1
Avenir CapitalSeptember 7
Bonhoeffer CapitalSeptember 7
Baron FundsSeptember 12
Howard Marks MemoSeptember 12
Akre FundsSeptember 13
Symphony InternationalSeptember 18
Motiwala CapitalSeptember 29