We will be sharing Q1 2022 hedge fund investor letters in this article. You can also see the hedge fund investor letters for 2021 Q4, 2021 Q3, 2021 Q2, 2021 Q1, 2020 Q4, and 2020 Q3 by clicking the links.
Hedge Fund Investor Letters and Updates for 2022 Q1
- East 72 ($RMAX, $RLGY, $EXPI)
- Vltava Fund ($ABG, $CE, $KLAC)
- Palm Valley Capital Management ($MLR, $PLPC, $HTLD, $DRQ)
- Moon Capital Management ($MLNK, $LGIH, $GRBK)
- Richie Capital Group ($SEDG, $NXST, $CCRD)
- Black Bear Value Partners ($TPL, $ABG, $BRK-A, $GRBK, $BLDR)
- Merion Road Capital Management ($SPWH, $FERG, $PTON)
- ClearBridge Investments Aggressive Growth Strategy ($DOCS, $PODD, $U)
- ClearBridge Investments Dividend Strategy ($NOC, $RTX, $CHK, $EQT, $INTC)
- ClearBridge Investments International Growth ACWI ex-U.S. Strategy
- Worm Capital ($TSLA, $SPOT)
- ClearBridge Investments International Growth ADR Strategy ($SU)
- Wedgewood Partners ($FB, $PYPL, $TSM, $CDW, $FRC, $PGR, $TPL, $UNH, $V)
- ClearBridge Investments Large Cap Growth Strategy
- ClearBridge Investments Large Cap Value Strategy
- ClearBridge Investments Mid Cap Strategy ($PXD, $ODFL, $WK, $BLMN)
- ClearBridge Investments Mid Cap Growth Strategy ($OLPX, $ZNGA, $URI)
- ClearBridge Investments Small Cap Strategy ($WSFS, $NOVA, $CCS, $LNTH)
- Fiduciary Management Small-Cap Equity ($NVT, $SKX, $TSLA)
- Cooper Investors Global Equities Fund ($DHR, $SPGI, $FERG, $AON, $AJG, $CSGP, $WMG, $RYAN, $CTAS)
- Rowan Street Capital ($SHOP, $DOCU, $TTD, $FB, $SPOT, $NFLX, $ZG, $LYFT)
- Laughing Water Capital ($HMHC, $TACT, $THRY)
- O’Keefe Stevens Advisory ($DFIN, $INTC, $NMRK, $EAF)
- White Brook Capital ($MHK, $QRTEA, $KAR, $IAC)
- Ensemble Capital ($ILMN, $HD, $NFLX, $RACE, $GOOG, $CMG, $MA)
- Greenlight Capital ($GRBK, $BHF, $SNX, $INSW, $SATS, $WFRD, $SWN)
- Third Avenue Management Value Fund ($UGP)
- Fiduciary Management Large Cap Equity Fund ($KMX)
- Oakmark Funds ($CRM, $PHM, $PINS, $GPN, $EFX, $AMZN)
- Bronte Capital Amalthea Fund ($AMC, $GME)
- Oakmark Select Fund ($LAD, $EOG, $APA, $FB, $NFLX)
- Oakmark Global Fund ($CS, $GM)
- Oakmark International Fund ($ADDYY)
- Upslope Capital Management ($SLGN, $MKTX, $ATR, $BFAM, $SLGN, $FCN, $ENV, $CASY, $BWXT)
- Kovitz Investment Group Partners ($SPOT, $HAYW, $J)
- Greenhaven Road Capital ($APPS, $TDOC, $ESTC, $PAR, $KKR)
- Bireme Capital ($FB, $NFLX)
- Sound Shore Management ($NXPI, $VNT, $Y, $BKR)
- Tweedy, Browne Company ($THO)
- Alluvial Capital Management ($PX)
- Old West Investment Management ($BG)
- Third Avenue Management Real Estate Value Fund ($DHI, $GWW, $UHAL, $BX)
- RiverPark Long/Short Opportunity Fund ($NFLX, $TDOC, $NVDA)
- Farrer Wealth Advisors ($SE, $FB, $AMZN, $VZIO, $SQ, $PAR, $ATTO, $GOOG)
- ClearBridge Investments Value Equity Strategy ($AEP)
- Alphyn Capital Management ($W, $LBRDA, $KKR, $EXXRF, $AMZN, $FRFHF)
- Giverny Capital ($SCHW, $AMZN, $CACC, $FIVE, $KMX, $FB)
- Headwaters Capital ($INSP, $WSM, $NOTV, $TFX, $CRNC, $FND)
- LRT Capital Management ($WSO, $ABG, $TPL, $RGEN, $PGR, $HXL, $NOC, $MAR, $DPZ, $CIGI)
- Praetorian Capital ($JOE)
- CAS Investment Partners ($CVNA)
- Baron Global Advantage Fund ($BABA, $GOOG, $NTRA, $SHOP, $EPAM, $RIVN, $ZI, $CRWD, $NVEI, $DDOG, $SNOW)
- ClearBridge Investments Global Infrastructure Income Strategy ($CCI, $BEP, $PBA, $EXC)
- Alta Fox Capital ($NGMS, $XPEL, $DSKE)
- Greystone Capital Management ($HMHC)
- ClearBridge Investments Global Infrastructure Value Strategy
- ClearBridge Investments All Cap Growth Strategy ($U, $FB, $NFLX)
- ClearBridge Investments Small Cap Value Strategy ($CSGS, $GPI, $ITRI)
- ClearBridge Investments Global Growth Strategy ($CM)
- Steel City Capital ($CVNA, $SCI, $CSV, $ATEX, $LILA, $EPM)
- ClearBridge Investments SMID Cap Growth Strategy ($NBIX, $ZWS, $VRM)
- ClearBridge Investments Sustainability Leaders Strategy ($ENPH, $SEDG, $RRX, $TT, $ETN, $APTV, $TEL)
- Curreen Capital ($JXN, $AOUT, $CNDT)
- Third Point Management ($SHEL, $PCG)
- Silver Ring Value Partners ($QRTEA, $WBD)
- Mittleman Brothers Investment Management ($REV, $BAYRY)
- Bernzott Capital Advisors ($HALO, $ATIP, $HI, $CMP, $MP, $VNOM, $EXLS, $EPAY, $LPRO, $HCI, $JBI)
- Miller Value Partners Income Strategy ($HRB, $QUAD, $VALE, $ENDP, $SDIG)
- Long Cast Advisers ($DAIO, $CCRD)
- Miller Value Partners Deep Value Strategy ($AXL, $FL, $FTI, $GCI, $TEN, $NBR)
- Miller Value Partners Opportunity Equity ($BAC, $AMZN, $FTCH)
- Massif Capital ($SMEGF)
- Baron Asset Fund ($VRSK, $ACGL, $TRIP, $SCHW, $ROL, $FICO, $TFX, $AZPN, $WIX, $ROP, $IDEXX, $MTD, $CDAY, $ANSS, $CSGP, $RNG, $FTCH, $CLVT)
- Baron Durable Advantage Fund ($V, $UNH, $CME, $FB, $BLK, $IQV, $ADBE, $BAM, $INTU, $ACN, $AMZN, $ECL)
- Baron Fifth Avenue Growth Fund ($TSLA, $DAVA, $NET)
- 1 Main Capital ($FIGS)
- Saga Partners ($RDFN, $CVNA)
- Vulcan Value Partners ($SMRT, $CRNC, $QRVO, $UPST, $FB, $LRCX, $W, $APP, $SPLK, $PRG, $PRCH, $KKR, $CRM)
- Baron Real Estate Fund ($MTN, $PSA, $GDS, $LVS, $SPG, $TNL, $MSGE, $BYD, $MGM, $HHC, $CBRE, $JLL, $SIX, $AZEK)
- Baron Small Cap Fund ($PAYA, $FOUR, $PGNY, $SITE, $FND, $IBP, $WEX, $MRCY, $VRT)
- Aristotle Capital Management Value Equity Fund ($EWBC, $CTVA, $CB, $JCI, $ATO, $BX, $OSK, $XEL)
- RF Capital Management ($SFM)
- Nordstern Capital ($ARCH, $STNE)
- Aristotle Capital Management Global Equity Fund ($CB, $BAC, $AXTA, $LEN, $CCJ, $BAM, $DLB, $FMC)
- Wedgewood Partners Focused SMID Cap Strategy ($AYI, $MMS)
- Aristotle Capital Management Small/Mid Cap Equity Composite Fund ($RRC, $AER, $STAR, $SONO, $J)
- Aristotle Capital Management International Equity ADR Fund ($SONY)
- Aristotle Capital Management Small Cap Equity Fund ($OHI, $EVR, $JBGS, $MTSI, $FLWS, $CALM, $NEX)
- Aristotle Capital Management Core Equity Fund ($MAR, $PYPL, $SPR, $TECH, $ADPT)
- Aristotle Capital Management Focus Growth Fund ($EXPE, $DAR, $TWLO)
- Rhizome Partners ($FRPH, $AMBP, $NXRT, $CLPR, $HHC, $CCRN, $UNVR, $HQI)
- Voss Capital ($WSM)
- Aristotle Capital Management Large Cap Growth Fund ($COUP)
- Turtle Creek Asset Management ($ITPOF, $WBT, $MIDD)
- FPA Queens Road Small Cap Value Fund ($SYNA, $SFBS, $SJI, $AEL, $SWM, $THS, $PVH, $VSH, $OSK)
- Polen US SMID Company Growth Fund ($RVLV, $DAVA, $AZPN, $FND, $CDW)
- Polen Capital Global Emerging Markets Growth ($TSM)
- Polen Capital Global SMID Company Growth Fund ($FICO, $EXPO, $MEDP, $FIVE, $RH, $ETSY, $TREX)
- Polen Capital U.S. Small Company Growth ($QLYS, $BMBL, $PGNY, $FOXF, $GSHD, $TRUP, $FTCH, $HLNE, $MEDP)
- Polen Capital International Growth Fund ($MDT, $AON, $NSRGY, $ADDYY, $SHOP, $ICLR)
- Polen Capital Global Growth Fund ($MSFT, $AMZN, $SAP, $PYPL, $ALGN, $NFLX, $ADBE, $MA, $V, $ACN)
- Polen Focus Growth Fund ($SBUX, $FB, $NFLX)
- Baron Funds ($INTC, $DKS, $F, $TM)
- Baron Fintech Fund ($GLOB, $EFX, $PYPL, $LPLA)
- Saltlight Capital ($BAM)
- GMO LLC ($VALE, $SHEL, $TSLA)
- Baron New Asia Fund ($TSM, $SE)
- Baron Opportunity Fund ($ILMN, $ARWR ,$MSFT, $MDB, $SWAV)
- Hayden Capital ($CSCO, $AMZN)
- Baron Health Care Fund ($MCK, $AZN, $ABBV, $ICLR, $NVO, $COO, $TECH, $ZTS, $LLY, $UNH, $ANTM)
- Baron Discovery Fund ($AXON, $ACC, $TREX, $KRNT, $VLD, $PING, $AXNX, $RVNC, $GTLB, $GTLS)
- Baron Focused Growth Fund ($WRBY, $MSCI, $IRDM, $SPOT, $GWRE, $H, $PENN, $FDS, $DNUT, $BFAM)
- Baron Growth Fund
- Third Avenue Management Small-Cap Value Fund ($TDW)
- Hourglass Capital ($TGNA)
- Wasatch Ultra Growth Fund ($ITCI, $FND, $TREX, $KRNT, $MGY, $HQY)
- Third Avenue International Real Estate Value Fund ($KKR)
- Wasatch Small Cap Value Fund ($MYRG, $FPH, $SEB, $BSIG, $HBB, $CALM, $JBI, $WHD, $SFM, $AIMC)
- Wasatch Core Growth Fund ($MEDP, $HLLY, $HLNE)
- FPA U.S. Core Equity Fund ($ZM, $ATVI)
- Argosy Investors ($FB, $GDYN, $VZIO, $IS, $STNE, $FSV, $CIGI, $XPO, $FND, $DAVA)
- Tidefall Capital ($NFLX)
- Harding Loevner Emerging Markets Equity Fund ($BIDU, $EPAM)
- Harding Loevner Global Equity Fund ($FB, $PYPL, $PINS, $NFLX, $ROK, $DIS, $BIDU, $DE)
- Artko Capital ($ALGN, $HQI, $GOED)
- Harding Loevner International Equity Fund ($KMTUY)
- Harding Loevner International Small Companies Equity Fund ($CLB, $SHEL)
- Blue Tower Management ($SPLK)
- Distillate Capital Partners ($BTI, $HD, $PYPL, $FB)
- Andvari Associates ($TYL)
- Weitz Investment Management Partners III Opportunity Fund ($QRTEA, $KMX, $CCRD, $MKL, $AAPL, $AMZN, $BRK-A)
- Weitz Investment Management Value Fund ($FIS)
- Horos Asset Management ($NIO, $BIDU, $DIDI, $AER, $GLNG, $METC, $HCC, $ZM, $PTON, $BYND)
- Weitz Investment Management Partners Value Fund ($LILA, $CSGP, $MKTX, $IT)
- Carillon Eagle Mid Cap Growth Fund ($LPLA, $CRWD, $BKR, $PLAN, $SPLK, $RNG, $POOL, $FBHS, $TYL, $MSCI)
- Carillon Eagle Small Cap Growth Fund ($GTLS, $VNOM, $WWD, $MGI, $KWR, $HZO, $ASAN, $EVBG, $TREX)
- Carillon Clarivest Capital Appreciation Fund ($CF, $MRO, $ABBV, $BMY, $EPAM, $TER, $HD, $MSFT)
- Carillon Eagle Growth and Income Fund ($RTX, $CVX, $AZN, $UNP, $BLK, $CSCO, $TEL, $JPM)
- Carillon Scout Small Cap Fund ($HQY, $LHCG, $PCRX, $GTLS, $IIIV, $AMBA, $IBP, $NEO, $OMCL, $LGIH)
- Carillon Scout Mid Cap Fund ($STAG, $FCX, $PXD, $MOS, $HAIN, $BURL, $TWLO, $TER)
- Carillon Clarivest International Stock Fund ($MRK)
- Arch Capital Management ($WIX, $SPOT)
- Longleaf Partners Fund ($WMB, $IAC, $AMG, $LUMN, $LBRDA, $CNX)
- RiverPark Short Term High Yield Fund & RiverPark Strategic Income Fund ($GLNG)
- Longleaf Partners Small-Cap Fund ($VMEO)
- Longleaf Partners International Fund ($BABA, $EXXRF)
- Longleaf Partners Asia Pacific UCITS Fund ($BGNE)
- Diamond Hill Small Cap Fund ($LOB, $MTN, $GRBK, $TGB, $CIVI, $CALM, $RMNI, $SJI, $PRG, $SPXC, $GBCI, $CTRA, $WBS, $RRR)
- Horizon Kinetics ($MARA, $MIGI)
- Diamond Hill Small-Mid Cap Fund ($ST, $UGI, $NVR)
- Diamond Hill Mid Cap Fund ($SSNC, $ALGT, $FRC, $SIVB, $ESAB)
- Diamond Hill Large Cap Fund ($AIG, $HD, $BRK-A, $KKR, $NVR, $GM, $FB, $COP, $WM, $GOOG, $AMZN)
- Diamond Hill Large Cap Concentrated Fund ($ABT, $CAT)
- Bonhoeffer Capital Management ($GTN)
- Diamond Hill Long-Short Fund ($CTRA, $ADM, $CVX, $BXP, $C)
- Diamond Hill International Fund ($AIG, $SPOT, $UL, $FRFHF, $CHKP, $RCI, $BAP)
- Diamond Hill All Cap Select Fund ($LANC, $RRR, $HBI, $VFC, $COOP, $AIG)
