Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Hedge Fund Investor Letters 2019 Q1

We will be sharing hedge fund investor letters, stocks pitched at investment conferences, and hedge fund manager TV interviews in this article. Instead of publishing multiple articles, we will be updating this article through the end of June.

 

Joel Greenblatt Interview – Value Investing Will Never Go Out of Favor – May 14

Jumia’s Share Price Drops In the Aftermath of Citron Research’s Proclaiming It Fraud – May 11

 

Pershing Square’s Q1 2019 Investor Letter – May 24

Third Point 2019 Q1 investor letter -April 19

AQR Capital investor letter – April 17

BlueMountain investor letter – April 17

Starboard, Corvex, Praesidium, Engaged Capital stock pitches – April 16

Greenlight Capital 2019 Q1 investor letter – April 12

Light Street Capital’s Best Idea – April 12

Keith Meister (Corvex Capital) on CNBC – April 3

Warren Buffett Annual Letter – April 3

Prem Watsa Annual Letter – April 1

Tom Gayner Annual Letter – March 27

Bill Ackman (Pershing Square) Annual Letter – March 27

 

Global Return Asset Management – April Update – May 14

Alluvial Fund, LP – April Update – May 9

Wolf Hill Capital – May Update – May 9

 

Greenwood Investors’ Q1 2019 Investor Letter – May 16

Lightsail Capital Management’s Q1 2019 Investor Letter – May 16

Tollymore Investment Partners’ May 2019 Investor Letter – May 15

Choice Equities Capital Management’s Q1 2019 Investor Letter – May 14

Fundsmith’s 2018 Annual Letter – May 13

Brookfield Asset Management’s Q1 2019 Investor Letter – May 13

Rowan Street Capital’s Q1 2019 Investor Letter – May 13

The Vilas Fund’s Q1 2019 Investor Letter – May 12

Sound Shore Fund’s Q1 2019 Investor Letter – May 10

The Yale Endowment’s 2018 Annual Report – May 9

The Goodwood Funds’ 2018 Annual Report – May 9

Horos Asset Management’s Q1 2019 Investor Letter – May 8

Bradfield Investments’ Q1 2019 Investor Letter – May 8

Ashva Capital’s Q1 2019 Investor Letter – May 7

Farnam Street Investments’Q1 2019 Investor Letter – May 7

Old West Investment Management’s Q1 2019 Investor Letter – May 7

WCM Investment Management’s Portfolio Update (April 30, 2019) – May 6

Yacktman Asset Management’s Q1 2019 Investor Letter – May 6

Blue Hawk Investment Group’s Q1 2019 Investor Letter – May 6

Donville Kent Asset Management’s Q1 2019 Investor Letter – May 6

Appleseed Fund’s Q1 2019 Investor Letter – May 6

Alta Fox Capital Management’s Q1 2019 Investor Letter – May 6

Bonhoeffer Capital Management’s Q1 2019 Investor Letter – May 5

 

Horizon Kinetics’ Q1 2019 Market Commentary – April 30

Baron Partners Fund’s Q1 2019 Investor Letter – April 30

Trend Capital’s Q1 2019 Investor Letter – April 30

Evermore Global Advisors’ Q1 2019 Investor Letter – April 30

Midwood Capital Management’s Q1 2019 Investor Letter – April 30

Logos LP’s Q1 2019 Investor Letter – April 30

Greenhaven Road Capital’s Q1 2019 Investor Letter – April 29

Third Avenue Management’s Q1 2019 Investor Letter – April 29

Mott Capital 2019 Q1 Investor Letter – April 26

Firebird Management’s Q1 2019 Investor Letter – April 26

Gator Capital Management’s Q1 2019 Investor Letter – April 26

Artko Capital’s Q1 2019 Investor Letter – April 26

Longleaf Partners Fund’s Q1 2019 Investor Letter – April 26

Curreen Capital’s Q1 2019 Investor Letter – April 24

Saga Partners 2019 Q1 investor letter – April 24

GMO’s White Paper – Thinking Outside The Box – April 24

Templeton and Phillips Capital Management 2019 Q1 Commentary – April 24

Tao Value 2019 Q1 investor letter – April 24

Bridgewater Associates’s Research Report – Peak Profit Margins? A Global Perspective – April 24

Bridgewater Associates’ Research Report – Geographic Diversification Can Be a Lifesaver – April 24

Bridgewater Associates’s Research Report – Peak Profit Margins? – A US Perspective – April 24

Mohnish Pabrai 2019 Q1 investor letter – April 24

Arquitos Capital Management’s 2019 Q1 Investor Letter – April 24

Polen Capital 2019 Q1 Investor Letter, 2, 3 – April 23

Alluvial Capital Management 2019 Q1 Investor Letter – April 22

Laughing Water Capital Q1 2019 Investor Letter – April 22

Maran Capital Management 2019 Q1 investor letter – April 22

Horan Capital Advisers Spring 2019 Investor Letter – April 21

Perpetual Global Innovation Share Fund’s March 2019 Quarter Update – April 19

Bill Miller’s Investor Letter – April 19

Summers Value Partners 2019 Q1 investor letter – April 19

Upslope Capital 2019 Q1 letter – April 19

Crescat Capital 2019 Q1 letter – April 19

Black Bear Value Partners Q1 2019 Letter – April 19

Global Return Asset Management’s Q1 2019 Investor Letter – April 19

Massif Capital 2019 Q1 letter – April 17

Open Square 2019 Q1 investor letter – April 17

Long Cast Advisers Q1 2019 Investor Letter – April 16

Newbrook Capital Advisors’ Q1 2019 Investor Letter – April 15

Andvari Associates Q1 2019 Investor Letter – April 15

O’Shaughnessy Quarterly Investor Letter Q1 2019 – April 15

Cook & Bynum Capital Management’s 2018 Annual Investor Letter – April 15

Askeladden Capital’s Q1 2019 Investor Letter – April 11

Guggenheim Investments Q1 2019 Investor Letter – April 11

Sequoia Fund Q1 2019 Investor Letter – April 10

Chou Associates Management’s 2018 Annual Report – April 10

East 72’s 2019 Q1 letter – April 10

Wolf Hill Capital 2019 Q1 letter – April 10

Vitava Fund Q1 letter – April 5

Spree Capital Advisors Q1 2019 Investor Letter – April 5

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading...