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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 of publishing multiple articles, we will be updating this article through the end of September.

Interviews

It’s Time to Invest in Value Stocks – Atlantic’s Alexander Roepers Expects Rotation Back to Value – July 1

Letters and Updates

Longleaf Partners Fund’s Q2 2019 Investor Letter – July 16

Verdad Leveraged Company Fund’s Q2 2019 Investor Letter – July 16

Morphic Asset Management’s Half Year Report – Investing in Companies that Make a Difference – July 16

Wedgewood Partners’ Q2 2019 Investor Letter – July 16

Upslope Capital Management’s Q2 Investor Letter – July 16

Miller Value Partners’ Market Highlights Q2 2019 – July 13

Ewing Morris & Co. Investment Partners Ltd.’s Q2 2019 Investor Letter – July 13

MPE Capital’s 2019 First-Half Letter to Investors – July 13

Black Bear Value Partners LP’s Q2 2019 Letter – July 13

Spree Capital Advisers’ Q2 2019 Investor Letter – July 13

Merion Road Capital Management’s Q2 2019 Letter – July 11

Absolute Return Partners’ The Absolute Return Letter – July 2019 – July 11

Sequoia Fund’s Q2 2019 Investor Letter – July 5

Vltava Fund’s Investor Letter (July 2019) – July 5

Oaktree Capital Management’s Research Paper (End of June) – July 3

Askeladden Capital’s Q2 2019 Investor Letter – July 3

Stanphyl Capital Management’s Investor Letter – June Update – July 3

O’Shaughnessy Asset Management’s White Paper (July 2019) – July 2

Tollymore Investment Partners’ Q2 2019 Investor Letter – July 2

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