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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

Avenir Corporation’s 2019 Midyear Review – September 29

Rhizome Partners’ Q2 2019 Commentary – September 26

Special Opportunities Fund Inc.’s June 2019 Semi Annual Report – September 19

Willow Oak Asset Management, LLC’s Q2 2019 Investor Letter – September 16

Broyhill Asset Management’s August 2019 Investor Letter – September 3

Del Principe | O’brien Financial Advisors’ August 2019 Investor Letter – August 30

Goehring & Rozencwajg Associates, LLC’s Q2 2019 Natural Resource Market Commentary – August 26

Pershing Square Holdings, Ltd.’s Semi-annual Investment Manager’s Report – August 25

Lone Pine Capital 2019 Q2 Investor Letter – August 23

GreenWood Investors, LLC’s Q2 2019 Investor Letter – August 19

Saga Partners’ Q2 2019 Investor Letter – August 19

Coho Capital Management, LLC’s H1 2019 Investor Letter – August 19

Hayden Capital’s Q2 2019 Investor Letter – August 11

Mittleman Brothers, LLC Quarterly Report June 2019 – August 9

Greenhaven Road Capital Partners Fund, L.P.’s Q2 2019 Investor Letter –  August 8

VGI Partners Pty Limited’s FY19 Investor Letter – August 7

Fairholme Capital Management, LLC 2019 Semi-Annual Report – August 5

Third Avenue Management LLC’s Q2 2019 Shareholder Letter – August 4

RLT Capital LLC’s First Half 2019 Partner Letter – August 4

Gator Capital Management, LLC’s Q2 2019 Investor Letter – August 4

Apollo Investment Management Ltd’s Q2 2019 Manager’s Report – August 4

Tweedy, Browne Company LLC’s Q2 2019 Investor Report – August 4

Third Point LLC’s Q2 2019 Investor Letter – August 4

Summers Value Partners LLC’s Q2 2019 Investor Letter – August 3

Laughing Water Capital, LP’s Q2 2019 Investor Letter – August 2

Alta Fox Capital Management, LLC’s Q2 2019 Investor Letter – July 31

Choice Equities Capital Management LLC’s Q2 2019 Investor Letter – July 29

Maran Capital Management LLC’s Q2 2019 Investor Letter – July 29

Greenlight Capital’s Q2 2019 Investor Letter – July 28

Crescat Capital LLC’s Q2 2019 Research Letter – July 28

Blue Hawk Investment Group LLC’s Q2 2019 Commentary – July 28

Horizon Kinetics LLC’s Q2 2019 Market Commentary – July 26

East 72 Holdings Limited’s Q2 2019 Report – July 26

Blue Tower Asset Management, LLC’s Q2 2019 Investor Letter – July 26

Curreen Capital Partners, LP’s Q2 2019 Investor Letter – July 26

TGV Rubicon Stockpicker Fund’s H1 2019 Shareholder Letter – July 25

Kerrisdale Capital’s Short Thesis About CareDx, Inc. – July 25

White Brook Capital LLC’s 2019 Second Quarter Commentary – July 25

First Eagle Investment Management July 2019 Insights – July 25

Saber Capital Management LLC’s 2019 Midyear Update – July 24

Turtle Creek Asset Management Q2 2019 Commentary – July 24

Oldfield Partners LLP’s Q2 2019 Commentary – July 19

Silver Ring Value Partners LP’s Q2 2019 Investor Letter – July 19

Palm Valley Capital Management’s Second Quarter 2019 Commentary – July 18

Massif Capital, LLC’s Second Quarter 2019 Letter to Investors – July 18

Global Return Asset Management, LLC’s June 2019 Update – July 18

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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