The Complete List of Hedge Fund Letters to Investors
*Last updated on 25/01/18
We are regurarly updating the list of hedge fund letters and reports, recapping economic and market performance and discussing what to expect from the markets. The letters in this list are from the top hedge funds and the most successful value investing firms in the world.
If you have any more hedge fund letters or reports please send them! We’ll keep this list updated as more hedge fund letters are sent in.
Excellent sources of reading material (and investment ideas) are the fund letters that investment managers write. Mohnish Pabrai has discussed this numerous times, also referring to 13-F’s and fund managers as his own personal analysts. We are reading through thousands of 13-F filings on a quarterly basis, and we’ve always read fund letters. The 13-F’s bring you ideas, and the letters allow you to read the theses that the investors had when they made the investments. It’s a great education as well as source for ideas. Use it !