We will be sharing Q1 2024 hedge fund investor letters in this article. You can also see the hedge fund investor letters for 2023 Q4, 2023 Q3, 2023 Q2, 2023 Q1, 2022 Q4, 2022 Q3 and 2022 Q2 by clicking the links.
Hedge Fund Investor Letters and Updates for 2024 Q1
- ClearBridge Investments Large Cap Growth Strategy ($PANW, $WDAY, $UNH, $PYPL)
- Palm Valley Capital Management ($MLR, $CRD/A, $SSRM, $AAP, $NWN, $TBI, $GENC, $KELYA, $WLY, $NVDA, $GOOG, $META)
- Oakmark Fund ($DE, $DAL, $KVUE)
- Oakmark Select Fund ($LBRDA)
- Oakmark Global Fund ($CNC)
- Oakmark Global Select Fund ($FI, $CHTR, $IQV)
- Oakmark International Fund ($BAYRY, $SNN)
- Oakmark Equity and Income Fund ($HCA)
- Vltava Fund ($LMT, $LH, $CE)
- Black Bear Value Partners ($AN, $PAG, $BLDR, $CEIX)
- Headwaters Capital Management ($UFPT, $QLYS, $CLMB)
- ClearBridge Investments Small Cap Growth Strategy ($SMCI, $MSTR, $NVDA, $CNMD, $RDNT, $MEDP, $INSM, $INTA, $DUOL, $ELF, $VKTX)
- Cove Street Capital Small Cap Value Fund ($SSP, $VSAT, $LFCR, $CMP, $LTRPA, $CLMB, $OUT, $WMT, $PKE, $HNRG, $TBRG, $RDVT, $GLDD, $DCO)
- Alphyn Capital Management ($KKR, $FRFHF, $AMZN, $ESAB, $LBRDA, $KFS, $DSGR, $OCSL, $CCOI)
- Artisan Partners Mid Cap Fund ($CMG, $SWAV, $SPOT, $TEAM, $ON, $EXAS, $DASH, $GDDY, $VRT, $XYL, $NVR, $EFX, $LULU, $BJ, $RGEN, $POOL, $WCC)
- White Brook Capital Partners ($RILY, $PETQ)
- Heartland Advisors Mid Cap Value Fund ($DCI, $HSY, $PRGO)
- Heartland Advisors Value Fund ($GTLS, $BWXT)
- Heartland Advisors Value Plus Fund ($MHK, $KMT)
- Aristotle Capital Value Equity Strategy ($ADBE, $XEL, $MLM, $CTVA, $PSX, $SYY, $LOW, $TTE)
- Leaven Partners ($LSF)
- Ensemble Capital Management ($NKE, $BR, $FAF, $NFLX, $PRM, $RACE, $IEX)
- Miller Value Partners Income Strategy ($UGI, $MPW, $CHRD, $MED, $MSTR, $STLA, $JXN)
- Wedgewood Partners ($CDW, $CPRT, $BKNG, $POOL, $SPGI, $V, $PYPL)
- Fiduciary Management Inc ($GTES, $SCHW)
- Andvari Associates ($CSGP, $MO)
- L1 Capital Long Short Fund ($TECK, $CVE, $CRH, $NXE)
- Madison Investors Fund ($PCAR, $FI, $ACGL, $PGR, $LBRDA, $DLTR, $ADI, $ACN, $BDX)
- Madison Dividend Income Fund ($XOM)
- Madison Mid Cap Fund ($BF-B, $CFR, $TTWO, $BAM)
- Merion Road Capital ($CLH, $BSET)
- Madison Small Cap Fund ($CCOI, $CHRD, $HCP, $MWA, $PTC)
- Polen Capital Focus Growth Strategy ($NVDA, $AMZN, $TSLA, $NFLX, $MSFT, $ADBE, $META, $ZTS, $NKE, $PAYC, $PYPL, $NOW, $TMO, $ABT)
- Polen Capital Global Growth Strategy ($SAP, $AAPL, $ABNB, $NSRGY, $GLOB, $ACN, $WDAY)
- Ace River Capital ($RICK, $VOXR)
- Ithaka US Growth Strategy ($MSFT, $AMZN, $NVDA, $LULU, $ADBE, $AAPL)
- White Falcon Capital Management ($DAVA, $LFCR, $FNV)
- Patient Capital Management Opportunity Equity ($META, $NVDA, $COIN, $C, $EXPE, $SOFI, $PTON, $BIIB
- Cooper Investors Global Equities Fund ($CME, $AER, $LPX, $DHR)
- LVS Advisory ($BAH, $CACI)
- Baron Health Care Fund ($MRK, $LLY, $ISRG, $ACLX, $RGEN, $ZTS, $UNH, $IRTC, $RCKT, $BSX, $ICLR, $NTRA, $SYK, $SGRY, $IMVT, $SWAV, $EXAS, $HUM
- Blue Tower Asset Management ($SCHW, $BERY)
- Bernzott Capital Advisors US Small Cap Value Fund ($AROC, $VNOM, $HCI, $LANC, $MP, $PLXS, $PCH)
- Baron Real Estate Fund ($CSGP, $TOL, $LEN, $IBP, $CZR, $AMT, $REXR, $VMC, $HLT, $EQIX, $MTN)