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Hedge Fund Investor Letters

stock analysis

What Does Rhizome Partners Think About CLMT’s Recent Performance?

Insider Monkey published the Q2 2019 Commentary of Rhizome Partners, you may read it here. In the said letter, Rhizome’s Managing Partner Bill Chen......(read more)
downtown la

Why is Rhizome Partners Bullish About LAACZ?

Insider Monkey recently published Rhizome Partners’ Q2 2019 Commentary. In the said report, Rhizome’s Bill Chen highlighted a few stocks,......(read more)
plastic

Does Rhizome Partners Still Believe in BERY?

Insider Monkey has recently published a copy of Rhizome Partners’ Q2 2019 Commentary. In the said letter, Rhizome Partners highlighted a few stocks......(read more)
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Avenir Corporation’s 2019 Midyear Review

Washington-based investment management firm Avenir Corporation released its 2019 Midyear Review – a copy of which can be downloaded below. The company......(read more)
Cities with the Best Climate in the World Year Round

Was Rhizome Partners Right About Griffin Industrial Realty, Inc. (GRIF)?

Insider Monkey has published a copy of Rhizome Partners’ 2019 Q2 investor letter. One of the stocks in the letter Rhizome talked about was Griffin......(read more)
Can hedge funds beat the market

Rhizome Partners Took A Victory Lap on The Howard Hughes Corporation (HHC)

Rhizome Partners felt vindicated and took a victory lap on its The Howard Hughes Corporation (NYSE:HHC) investment. You can download a copy of Rhizome......(read more)
hawaii-bay-beach

Rhizome Partners’ Q2 2019 Commentary

New York-based Rhizome Partners published its Q2 investor letter recently. A copy of the letter can be downloaded below. The firm focuses on achieving......(read more)
Phillip Goldstein Bulldog Investors

Special Opportunities Fund Inc.’s June 2019 Semi Annual Report

Special Opportunities Fund, Inc. is a Milwaukee-based closed-end diversified management investment company incorporated in Maryland in 1993. It was formerly......(read more)
investor

Willow Oak Asset Management, LLC’s Q2 2019 Investor Letter

New York-based Willow Oak Asset Management, LLC, a subsidiary of Enterprise Diversified, Inc., released its Q2 2019 Shareholders Letter – a copy......(read more)
investment analysis

Broyhill Asset Management’s August 2019 Investor Letter

Broyhill Asset Management, a boutique investment firm based in North Carolina, released its August 2019 Investor letter – a copy of which can be......(read more)
Hedge Fund Managers Group + Logo

Hedge Fund Investor Letters 2019 Q2

We will be sharing hedge fund investor letters, stocks pitched at investment conferences, and hedge fund manager TV interviews in this article. Instead......(read more)
Danaher Corporation

Del Principe | O’brien Financial Advisors’ August 2019 Investor Letter

Del Principe | O’Brien Financial Advisors, an Indianapolis-based registered investment advisory firm, recently released its August 2019 Investor......(read more)
Best Fast Food Chains To Work For in 2015

PAR Technology Corporation’s Path to $80

Two years ago, we wrote a note on PAR Technology Corporation (PAR) titled PAR:  A Framework for $30. The stock got within a whisker of $30 and now subsequently......(read more)
gold

Goehring & Rozencwajg Associates, LLC’s Q2 2019 Natural Resource Market Commentary

Goehring & Rozencwajg Associates, LLC is a New York-based fundamental research firm that exclusively focuses on contrarian natural resource investments......(read more)
Bill Ackman Head

Pershing Square Holdings, Ltd.’s Semi-annual Investment Manager’s Report

Pershing Square Holdings, Ltd. is a closed-end fund launched by Bill Ackman’s Pershing Square Capital Management, L.P. in 2012. The current Chairman......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Lone Pine Capital 2019 Q2 Investor Letter

Lone Pine Capital’s flagship hedge fund outperformed the S&P 500 Index by nearly 8 percentage points per year since its inception in 1998. But......(read more)
finance

GreenWood Investors, LLC’s Q2 2019 Investor Letter

GreenWood Investors, LLC is a New York-based collaborative investment company that invests in global transformations and business builders. This value......(read more)
investor

Saga Partners’ Q2 2019 Investor Letter

Saga Partners, an Ohio-based investment management company, released its Q2 2019 Investor Letter – a copy of which can be downloaded below. The......(read more)
businessman

Coho Capital Management, LLC’s H1 2019 Investor Letter

Coho Capital Management, LLC is an Oregon-based investment management firm founded by Jake Rosser in 2007. The company recently released its investor......(read more)
value investing

Hayden Capital’s Q2 2019 Investor Letter

Hayden Capital, a New York-based investment management firm, released its Quarterly Investor Letter – a copy of which can be downloaded below. Founded......(read more)
meeting

Mittleman Brothers, LLC Quarterly Report June 2019

Mittleman Brothers, LLC, a New York-based investment management firm, released its Quarterly Report – a copy of which may be downloaded below. The......(read more)
education investment

Greenhaven Road Capital Partners Fund, L.P.’s Q2 2019 Investor Letter

Connecticut-based investment management firm, Greenhaven Road Capital Partners Fund, L.P., released its Investor Letter for the Second Quarter of 2019......(read more)
investing

VGI Partners Pty Limited’s FY19 Investor Letter

VGI Partners Pty Limited is an Australia-based investment management company founded in 2008 by Robert M. P. Luciano. It’s headquartered in Sydney......(read more)
FAIRHOLME (FAIRX) Bruce Berkowitz

Fairholme Capital Management, LLC 2019 Semi-Annual Report

Fairholme Capital Management, LLC is a Miami-based registered investment adviser founded in 1997 by Bruce R. Berkowitz. The firm recently released its......(read more)
Martin Whitman Third Avenue Management Marty Whitman

Third Avenue Management LLC’s Q2 2019 Shareholder Letter

Third Avenue Management LLC, a New York-based investment management company, released its Q2 2019 Portfolio Manager Commentary – a copy of which......(read more)
investor analysis

RLT Capital LLC’s First Half 2019 Partner Letter

RLT Capital LLC, an investment management firm based in Phoenix, Arizona, released its First Half 2019 Partner Letter – a copy of which you can......(read more)
investors

Gator Capital Management, LLC’s Q2 2019 Investor Letter

Tampa-based boutique investment management firm, Gator Capital Management, LLC, released its Q2 2019 Investor Letter – a copy of which can be downloaded......(read more)
investment return

Apollo Investment Management Ltd’s Q2 2019 Manager’s Report

Apollo Investment Management Ltd is an investment management firm registered in the British Virgin Islands. Founded by Claire Barnes, the company focuses......(read more)
investors

Tweedy, Browne Company LLC’s Q2 2019 Investor Report

Tweedy, Browne Company LLC, a Connecticut-based investment management firm established in 1920, manages the Tweedy, Browne Fund Inc. It recently released......(read more)
Third Point

Third Point LLC’s Q2 2019 Investor Letter

Third Point LLC is a New York-based investment advising firm founded in 1995. The company released its Q2 2019 Investor letter – a copy of which......(read more)
healthcare sector

Summers Value Partners LLC’s Q2 2019 Investor Letter

Summers Value Partners LLC is a Denver-based boutique value manager founded in 2018 by Andrew Summers. The firm’s fund, Summers Value Fund LP, is invested......(read more)
investment analysis report

Laughing Water Capital, LP’s Q2 2019 Investor Letter

New York-based investment management company Laughing Water Capital, LP released its Q2 2019 Investor Letter – a copy of which can be downloaded......(read more)
invest

Alta Fox Capital Management, LLC’s Q2 2019 Investor Letter

Fort Worth-based long/short hedge fund Alta Fox Capital, LLC released its quarterly letter – a copy of which can be downloaded below. The fund focuses......(read more)
finance investment

Choice Equities Capital Management LLC’s Q2 2019 Investor Letter

Choice Equities Capital Management LLC, a North Carolina-based investment management firm, released its Investor Letter for the second quarter of 2019......(read more)
finance

Maran Capital Management LLC’s Q2 2019 Investor Letter

Maran Capital Management LLC released its Q2 2019 Investor Letter – a copy of which can be downloaded below. The Denver-based firm, which is known......(read more)
Greenlight Capital

Greenlight Capital’s Q2 2019 Investor Letter

Greenlight Capital is a New York-based long-short value-oriented hedge fund founded by David Einhorn in 1996. The fund is invested mainly in publicly......(read more)
investment analysis

Crescat Capital LLC’s Q2 2019 Research Letter

Crescat Capital LLC, a Denver-based global macro asset management company, released its Q2 2019 Research Letter. The firm is best known for its investment......(read more)
growth progress

Blue Hawk Investment Group LLC’s Q2 2019 Commentary

Blue Hawk Investment Group, LLC is a Virginia-based investment management company that manages that Blue Hawk Fundamental Growth Fund, LP. Managed by......(read more)
finance analysis

Horizon Kinetics LLC’s Q2 2019 Market Commentary

Horizon Kinetics LLC, a New York-based investment advisory firm founded in 1994, released its Q2 2019 Commentary – a copy of which is available......(read more)
finance report

East 72 Holdings Limited’s Q2 2019 Report

East 72 Holdings Limited released its Q2 2019 Report – a copy of which can be downloaded below. Founded in 2016, East 72 is a leveraged investment......(read more)
investment report

Blue Tower Asset Management, LLC’s Q2 2019 Investor Letter

Blue Tower Asset Management, LLC is an investment management firm based in Austin, Texas. It released its Q2 2019 Investor Letter – a copy of which......(read more)
quarterly report

Curreen Capital Partners, LP’s Q2 2019 Investor Letter

Brooklyn-based investment management firm Curreen Capital Partners, LP released its Q2 2019 Investor Letter – a copy of which can be downloaded......(read more)
analysis statisic

TGV Rubicon Stockpicker Fund’s H1 2019 Shareholder Letter

TGV Rubicon Stockpicker Fund, a Germany-based fund managed by Investmentaktiengesellschaft für langfristige Investoren TGV, released its shareholder......(read more)
profit loss risk

Kerrisdale Capital’s Short Thesis About CareDx, Inc.

New York-based investment management firm Kerrisdale Capital recently released a short thesis about CareDx, Inc. – a copy of which can be downloaded......(read more)
finance report

White Brook Capital LLC’s 2019 Second Quarter Commentary

Chicago-based independent financial advisory firm White Brook Capital LLC has released its 2019 Second Quarter Commentary. Founded by Basil Alsikafi in......(read more)
invement analysis

First Eagle Investment Management July 2019 Insights

First Eagle Investment Management is a New York-based independent investment management firm that works on several funds which include First Eagle Fund......(read more)
longterm investing

Saber Capital Management LLC’s 2019 Midyear Update

North Carolina-based investment management company, Saber Capital Management, LLC, released its 2019 Midyear Update – a copy of which you can download......(read more)
asset management

Turtle Creek Asset Management Q2 2019 Commentary

Turtle Creek Asset Management, a Canada-based investment management firm, released its Q2 2019 Commentary – a copy of which can be downloaded below......(read more)
invest safely

Silver Ring Value Partners LP’s Q2 2019 Investor Letter

Silver Ring Value Partners LP is a Boston-based investment firm that specializes in delivering long-term value by utilizing an intrinsic and robust approach......(read more)
patient investing

Oldfield Partners LLP’s Q2 2019 Commentary

Oldfield Partners LLP, a London-based investment management company, recently released a Q2 2019 Commentary in its quarterly firm newsletter – a......(read more)