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The Complete List of Q4 2016 Hedge Fund Letters to Investors

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**Updated 3/20/17 (added 8 new hedge fund letters)

Here is a list of hedge fund letters and reports written to investors, summarizing 2016 performance and giving outlooks for 2017. The letters in this list are from the top hedge funds and the most successful value investing firms in the world.

Credit goes to Reddit/r/SecurityAnalysis, which compiled most of this list. The list currently sits at 115. 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 roll in.

As a side note, Buffett’s 2016 Berkshire Hathaway Annual Shareholder Letter was released on Saturday morning on February 25th.

Enjoy!

Investment FirmDate Posted
Crescat CapitalJanuary 11
Eden AlphaJanuary 11
Howard Marks MemoJanuary 11
Vltava FundJanuary 11
Weitz Investment ManagementJanuary 11
Bill Gross January NewsletterJanuary 12
Greenwood InvestorsJanuary 12
KKR Global Macro OutlookJanuary 12
Oakmark FundsJanuary 12
Bronte CapitalJanuary 13
Wedgewood PartnersJanuary 13
Woodford FundsJanuary 13
Bill Miller OutlookJanuary 17
Dodge & Cox FundsJanuary 17
Blue Tower Asset ManagementJanuary 18
Euclidean CapitalJanuary 18
JDP CapitalJanuary 18
Lemelson CapitalJanuary 18
Greenlight CapitalJanuary 18
Aristotle Capital ManagementJanuary 19
Arquitos CapitalJanuary 19
Cowan Asset ManagementJanuary 19
Askeladden CapitalJanuary 20
EdgePoint WealthJanuary 20
Fundsmith Equity FundJanuary 20
Open Square CapitalJanuary 20
MSA CapitalJanuary 22
First Eagle FundsJanuary 24
Half Moon CapitalJanuary 24
Reading CapitalJanuary 24
BlackrockJanuary 25
Hazelton CapitalJanuary 25
Longleaf PartnersJanuary 25
Maglan CapitalJanuary 25
GMOJanuary 26
RLT CapitalJanuary 26
Firebird ManagementJanuary 27
Kennox Value FundJanuary 27
Pershing Square Holdings PresentationJanuary 27
RV CapitalJanuary 27
Vina CapitalJanuary 27
Goodhaven FundsJanuary 28
Greenhaven Road CapitalJanuary 28
Absolute Return Partners – JanuaryJanuary 30
Alluvial CapitalJanuary 30
Apollo Investment ManagementJanuary 30
Artko CapitalJanuary 30
Broadrun Investment ManagementJanuary 30
Broadview CapitalJanuary 30
Horizon KineticsJanuary 30
Mott CapitalJanuary 30
FPA Capital FundJanuary 31
Laughing Water CapitalJanuary 31
Fairholme FundsFebruary 1
Absolute Return Partners – FebruaryFebruary 2
Third Point CapitalFebruary 2
Brandes Investment PartnersFebruary 3
Mittleman BrothersFebruary 3
Lakewood CapitalFebruary 4
Margate CapitalFebruary 4
Maverick CapitalFebruary 4
Viking GlobalFebruary 4
Hayden CapitalFebruary 6
Sound Shore FundFebruary 6
Tweedy BrowneFebruary 6
FPA Crescent FundFebruary 7
Grey Owl CapitalFebruary 7
Sequoia FundFebruary 7
Avenir CapitalFebruary 8
IP Capital PartnersFebruary 8
Pzena Investment ManagementFebruary 8
Third Avenue FundsFebruary 8
Bill Gross Outlook – FebruaryFebruary 9
S&C Messina CapitalFebruary 9
Vulcan Value PartnersFebruary 9
JMX CapitalFebruary 10
Moab PartnersFebruary 10
Ophir Asset ManagementFebruary 10
Split Rock CapitalFebruary 10
Baupost GroupFebruary 11
Evermore Value FundFebruary 13
Saber Capital ManagementFebruary 13
Rhizome PartnersFebruary 14
Morgan Creek CapitalFebruary 15
Long Cast AdvisersFebruary 16
Maglan Capital – January LetterFebruary 16
QV26February 17
Cable Car CapitalFebruary 22
Broyhill Asset ManagementFebruary 24
Berkshire HathawayFebruary 25
Bilgari HoldingsFebruary 25
ABC FundsMarch 1
AlleghanyMarch 1
Alpine CapitalMarch 1
Apollo Investment ManagementMarch 1
Aquitania CapitalMarch 1
Boyar Value GrouplMarch 1
Broadview Capital – FebruaryMarch 1
Leucadia NationalMarch 1
Martin Capital ManagementMarch 1
Absolute Return Partners – MarchMarch 4
Chou America FundsMarch 4
Semper AugustusMarch 5
Coho CapitalMarch 8
Rubicon CapitalMarch 12
Fairfax FinancialMarch 13
River Oak CapitalMarch 13
Moab Partners – FebruaryMarch 16
Patient Capital ManagementMarch 16
Special Opportunities FundMarch 16
Giverny CapitalMarch 17
DoubleLine – FebruaryMarch 18
Forestar Value FundMarch 18
Horizon Kinetics Asia FundMarch 18
Broadview Capital – MarchMarch 20