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Sticky: The Complete List of Q1 2018 Hedge Fund Letters to Investors

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*Last updated on 4/30/18

Hello! Welcome to the Q1 2018 list of hedge fund letters and reports! Learn from the top investors in the game and gain insights into the economy and financial markets in 2018 and what to expect for the rest of the year.

The letters in this list 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 my way! I’ll keep this list updated as more hedge fund letters are sent in.

For past hedge fund letters and reports, be sure to check out the full Vintage Value Investing archive of Hedge Fund Letters.


NEW!!! – You can now access and download all of the Hedge Fund Letters at once via our free shared DropBox folder. Keep scrolling to gain access now!


Now get to reading!

Investment Firm Date Posted
Analysis and Valuation of Insurance Companies April 10
Askeladden Capital April 10
Blue Tower Asset Management April 10
Greenlight Capital April 10
Schroders Global Markets Perspective April 10
Sequoia Fund April 10
Understanding High Yield Bonds April 10
Upslope Capital April 10
Vltava Fund April 10
Akre Focus Fund April 14
Exor 2017 Annual Letter April 14
Jamie Dimon 2017 Annual Letter April 14
Longleaf Partners April 14
Oakmark Funds April 14
JDP Capital 2017 Annual Letter April 16
Wedgewood Partners April 16
Weitz Investment Management April 16
River Oak 2017 Annual Letter April 17
Euclidean Technologies April 18
GMO on Russia April 18
Jeff Bezos 2017 Annual Letter April 19
Artko Capital April 20
Cureen Capital April 20
Horizon Kinetics April 20
Tao Value April 21
Bill Miller April 22
Bonhoeffer Fund April 22
Horizon Kinetics Presentation April 22
Longcast Advisors April 22
River Park Focused Value April 22
River Park Growth Fund April 22
River Park High Yield Fund April 22
River Park Opportunity Fund April 22
Elliot – Hyundai Presentation April 23
Ewing Morris April 23
Hypotenuse Capital April 23
Laughing Water – Greenhill Presentation April 23
Mark Leonard 2017 Annual Letter April 23
Maran Capital Management April 24
Research Affiliates – On Bubbles April 24
IMC 2017 Annual Letter April 25
Alluvial Capital April 26
Vulcan Value Partners April 29
Dane Capital Management April 30
Laughing Water Capital April 30


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