We will be sharing Q4 2022 hedge fund investor letters in this article. You can also see the hedge fund investor letters for 2022 Q3, 2022 Q2, 2022 Q1, 2021 Q4, 2021 Q3, 2021 Q2, and 2021 Q1 by clicking the links.
Hedge Fund Investor Letters and Updates for 2022 Q4
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- Vltava Fund ($GOOG, $ARW)
- East 72 ($MSGS, $MANU)
- LVS Advisory ($GOOG, $BLK, $BJ)
- Palm Valley Capital Management ($DOX, $CRD-A, $AGI, $MLR, $ODC, $HOFT, $HTLD, $SNN, $OR, $ODC, $PSLV, $CTRA)
- Oakmark International Fund ($CS)
- Oakmark Fund ($ADBE, $MGA, $MBC)
- Oakmark Equity and Income Fund ($MAS, $PM, $GPN)
- Oakmark Global Select Fund ($HCA, $AMZN, $COF)
- Oakmark Select Fund ($ORCL, $ICE, $LBRDA)
- Rowan Street Capital ($SPOT, $META, $KO, $COST, $PG)
- Oakmark Global Fund ($KKR, $KDP)
- Right Tail Capital ($ROST)
- Fundsmith ($META, $PYPL, $AMZN, $UL, $MSFT, $INTU)
- Cove Street Capital Small Cap Value Fund ($LFCR, $LTRPA, $HRNG, $CLMB, $VMD, $IAC, $UFPT, $SKX)
- Madison Mid Cap Fund ($ROST, $LBRDA, $CNNE, $CLVT, $MKL, $CSL, $BRO, $KMX, $AWI, $BAM)
- Madison Investors Fund ($TJX, $ACGL, $GOOG, $BKI, $DLTR, $FERG)
- Mawer Investment Management ($NKE, $NVO)
- Madison Dividend Income Fund ($CVX)
- Madison Sustainable Equity Fund ($BLK, $LIN, $COST, $TGT, $DIS, $QCOM, $ADBE)
- Ensemble Capital Management ($NFLX, $MASI, $ILMN, $MA, $SCHW)
- Carillon Eagle Mid Cap Growth Fund ($BKR, $HAL, $PLNT, $GNRC, $MRVL, $URI, $HZNP, $CRWD, $WOLF, $ALB)
- Merion Road Capital ($FERG, $GOOG, $CPRT, $MWA, $WHG, $MHH)
- Moon Capital Management ($$LGIH, $GRBK, $DVA)
- Miller Value Partners Opportunity Equity Fund ($AMZN, $RH, $FTCH)
- Old West Management ($AEM, $GOLD, $NG, $SA)
- Fairlight Alpha Fund ($OPRA)
- Greenlight Capital ($GRBK, $DNMR, $CEIX, $TECK, $THC)
- Artisan Partners Mid Cap Fund ($A, $TEAM, $LSCC, $IR, $DXCM, $BSY, $HALO, $SAIA, $ENTG, $GNRC, $TRMB, $CSGP, $FIVE, $LPLA, $GMAB, $WMS, $SIVB, $CTLT)
- Polen Capital Focus Growth Strategy ($AMZN, $NFLX, $META, $PYPL, $ADBE, $NKE, $TMO)
- Cooper Investors Global Equities Fund ($FERG, $FTV, $A, $HLN, $CCI)
- O’Keefe Stevens Advisory ($WBD, $NVDA, $TSLA)
- Wedgewood Partners ($PYPL, $GOOG, $EW, $META, $AAPL, $TPL, $TSCO, $MSI, $V, $CDW)
- Miller Value Partners Income Strategy ($VKE, $BTRS, $CVNA, $GREE, $RILY)
- White Falcon Capital Management ($EPAM, $MAXR, $FTCH, $DSEY)
- Madison Small Cap Fund ($HAIN, $SMG)
- Bernzott Capital Advisors US Small Cap Value Fund ($HALO, $HHC, $GVA, $BV, $MP, $JRVR, $VNOM, $SP, $SSTK, $QUOT, $KN, $UPLD)
- Third Avenue Management Real Estate Value Fund ($BAM, $UHAL, $CBRE)
- Third Avenue Management Small-Cap Value Fund ($BSIG, $CALM)
- L1 Capital International Fund ($BKNG, $EXP, $MA, $AMZN, $GOOG, $CRH)
- Upslope Capital Management ($CASY, $TCVA, $BKOF, $GLT)
- Smead Capital Management Value Fund ($WBD, $MAC)
- Tourlite Capital Management ($APG, $PRVB, $PRM, $VRRM, $PACK)
- Distillate Capital ($AMZN, $TSLA, $PM, $AAPL, $V, $ABT, $UNH)
- Polen Capital U.S. Small Company Growth Strategy ($QLYS, $ALRM, $PGNY, $YETI, $FIVE, $FOXF, $CCCS, $SITM, $OLPX, $RH, $FSV)
- Diamond Hill Capital Small Cap Strategy ($RRR, $UFPT, $ESGR, $ESAB, $TGB, $WWW, $RMNI, $ALGT, $BPCP, $WNS, $GHM, $FTAI, $GTES, $ODC)
- 1 Main Capital ($APG)
- White Brook Capital ($GBX)
- Praetorian Capital ($JOE, $BNO)
- Giverny Capital Asset Management ($PGR, $META, $FRC, $FIVE, $SCHW, $ANET,$HEI, $BRK-B, $CACC, $ICE, $ADI, $COHR, $GOOG, $KMX, $MKL, $SSNC)
- Baron Health Care Fund ($MRK, $AZN, $LLY, $ABBV, $ELV, $ISRG, $SWAV, $EW, $INBX, $SDGR, $OPCH, $HCA, $ASND, $MRNA, $CI)
- Alphyn Capital Management ($ALVO, $AMZN, $IAC, $GOOG, $BAM, $W)
- Baron Real Estate Fund ($FND, $INVH, $LEN, $EQR, $SHW, $TOL, $CBRE, $JLL, $EXR, $LVS, $MTN, $BX, $DHI, $CSGP, $PLD, $EQIX, $FBIN, $TREX, $POOL)
- Andvari Associates ($ADBE, $CPRT, $CSGP, $MA, $MLAB, $SPGI, $TYL)
- Legacy Ridge Capital Partners Equity Fund ($SMLP, $NRG, $VST, $DCP, $EPD)
- Carillon Eagle Small Cap Growth Fund ($HALO, $SWAV, $EVH, $LTHM, $MSA, $VNOM, $LNTH, $GTLS, $SMPL, $LSCC)
- Alger Spectra Fund ($NFLX, $AMZN, $DDOG, $ABBV, $TSLA, $TDG)
- Ariel Focus Fund ($APA, $BWA, $GNRC, $REZI, $ORCL, $MOS)
- Miller Value Partners Deep Value Strategy ($NBR, $QUAD, $TUP, $MHO)
- Greystone Capital Management ($GFF, $APG, $RICK, $IDT, $POL)
- RGA Investment Advisors ($AMZN, $PYPL, $MTCH, $CGNX, $AZO, $GOOG)
- Longleaf Partners Small-Cap Fund ($WTM, $WEST, $MSGS, $LUMN, $VMEO, $OSCR, $HOUS)
- Heartland Value Plus Fund ($POWL)
- Longleaf Partners Fund ($CNX, $AMG, $GE, $PVH, $CNHI, $IAC, $WBD, $LBRDA, $DEI)
- Longleaf Partners Global Fund ($TIGO)
- FPA Queens Road Small Cap Value Fund ($RLI, $FN, $AEL, $NJR, $SYNA, $OMI, $IDCC, $GIII)
- Polen Capital Global Growth Strategy ($SAP, $GOOG, $NOW, $EL, $NKE, $MSFT, $SBUX)
- Vulcan Value Partners ($META, $ABT, $BALL, $NICE, $SPLK, $GE, $TDG, $AMAT, $AMZN, $FWRD, $MEDP, $ENS, $VRTS, $MA, $V, $ABM)
- Polen Capital U.S. SMID Company Growth Strategy ($FTCH, $FICO, $TTD)
- FPA Crescent Fund ($AMZN, $AIG)
- Alluvial Capital Management ($GTX, $PX, $JOB)
- RiverPark Large Growth Fund ($ISRG, $NKE, $NFLX, $SCHW, $MA, $AMZN, $TWLO, $PYPL, $GOOG, $RNG, $DDOG)
- Baron Asset Fund ($MTD, $IDXX, $ACGL, $FICO, $ZI, $TTD, $IT, $RIVN, $FIS, $AZPN, $ICLR)
- FPA U.S. Core Equity Fund Inc. ($DECK)
- Greenhaven Road Capital ($CLBT, $PAR, $KKR, $ESTC, $APG, $CLAR)
- Third Point Management ($AIG, $BBWI, $CL, $PCG, $DD)
- Gator Capital Management ($CG)
- Polen Capital International Growth Strategy ($AON, $GLOB)
- Polen Capital Global SMID Company Growth Strategy ($PAYC)
- Maran Capital Management ($CLAR)
- Worm Capital ($AMZN, $TSLA)
- Diamond Hill Capital Large Cap Strategy ($AIG, $GOOG, $AMZN, $COP, $CAT, $FCX, $HCA, $SIVB, $VFC, $KMX, $CMCSA, $FIS, $D, $CVX)
- Diamond Hill Capital Mid Cap Strategy ($LANC, $CTRA, $DEI, $RRX)
- SRK Capital ($HGBL, $HROW, $JOB)
- Laughing Water Capital ($AIG, $LFCR, $CDMO, $THRY, $HGV)
- Baron Small Cap Fund ($VRT, $DXCM, $PLNT, $INSP, $GTLS, $GDYN, $EWCZ, $ASGN, $NEOG)
- Palm Harbour Capital ($IGT, $IHRT)
- ClearBridge Investments Mid Cap Growth Strategy ($PANW, $PCTY, $AVTR, $CTLT, $MTD, $DOCS, $PFGC, $BURL, $BKR, $GLOB, $CVNA)
- Baron FinTech Fund ($HLI, $MA, $V, $BLK, $SCHW, $GLOB, $DAVA, $NCNO, $CINT)
- ClearBridge Investments Multi Cap Growth Strategy ($GH, $WOLF, $AVGO, $CMCSA, $SNOW, $ABNB, $WDC, $IMGN)
- Saga Partners ($CVNA, $RDFN)
- Bireme Capital ($AMC, $NKLA, $OSTK, $RICK, $TSLA, $NFLX)
- Artisan Partners Global Discovery Fund ($ZS, $IRTC, $MPWR, $CNHI, $WOLF)
- Diamond Hill All Cap Select Strategy ($TTWO)
- Diamond Hill Capital Small-Mid Cap Strategy ($NVR, $BOKF, $CCS)
- Headwaters Capital ($FICO, $NOTV, $CABO, $ICFI)
- Baron Partners Fund ($TSLA, $VLD, $FIGS, $SPOT)
- Baron Growth Fund ($DEI, $WST, $MSCI, $FDS, $GWRE)
- ClearBridge Investments Select Strategy ($CROX, $HZNP, $MRNA, $ALNY, $HQY, $GLBE, $TFC)
- ClearBridge Investments Large Cap Value Strategy ($COP, $APD, $AMT, $GOOG, $META, $CHTR, $MSI, $ORCL, $DE)
- Baron Discovery Fund ($AXON, $MEG, $FORG, $ALGM, $BYD, $RVNC, $CDNA, $DH, $QLYS, $CYBR, $SMAR, $PAR)
- Alger Weatherbie Specialized Growth Fund ($MEG, $GKOS, $GDYN, $CLB, $PI, $XMTR)
- ClearBridge Investments Small Cap Strategy ($EXTR, $CVLT, $CMC, $OLN, $RCM, $OMCL, $EXP, $PCH, $DOC)
- Baron Opportunity Fund ($NVDA, $MSFT, $AMZN, $CRWD, $RCKT, $AMD, $INDI, $GOOG)
- ClearBridge Investments All Cap Growth Strategy ($DIS, $EL, $MMC, $NFLX, $ZTS, $NKE)
- ClearBridge Investments Value Equity Strategy ($LVS, $RE, $NE)
- Artisan Partners Value Fund ($SLB, $ACGL, $GOOG, $WBD, $BX, $META, $PHG, $EOG, $MRK, $MDT, $CSCO)
- Artisan Partners Small Cap Fund ($SWAV, $MKTX, $QTWO, $SI, $CDAY)
- ClearBridge Investments SMID Cap Growth Strategy ($PODD, $IART, $APG, $VRT, $FIVE, $SIVB, $BSY)
- ClearBridge Investments Global Infrastructure Value Strategy ($PCG, $AWK, $LNG, $CCI)
- Black Bear Value Partners ($BLDR, $MSGE, $ABG, $CVEO, $BRK-B)
- Baron Focused Growth Fund ($PENN, $H, $IRDM, $DNUT, $ANSS)
- Baron Fifth Avenue Growth Fund ($META, $ASML, $SHOP, $MBLY)
- ClearBridge Investments Sustainability Leaders Strategy ($RRX, $BEP, $PLD, $GILD, $BMRN, $ASML, $AMZN, $EQIX, $PLD, $NVO)
- ClearBridge Investments Large Cap Growth Strategy ($DXCM, $ETN, $GWW, $NVDA, $TSLA, $SYK, $ISRG, $INTC, $SHW)
- Wedgewood Partners Focused SMID Cap Strategy ($FORM, $POOL, $BURL, $GIL, $BR, $TREX, $MMS, $LDOS, $SHOO)
- Carillon Eagle Growth & Income Fund ($CVX, $AVGO, $D, $CCI, $CME, $MDT)
- Massif Capital Real Assets Strategy ($ORA, $LAC, $AES, $EQX)
- ClearBridge Investments Aggressive Growth Strategy ($MSGS, $STX, $JCI)
- Baron Durable Advantage Fund ($BAM, $SPGI)
- ClearBridge Small Cap Value Strategy ($CMAX, $MRVI, $URBN, $PRIM, $WNC)
- Voss Capital ($ALTG)
- Heartland Advisors Small Cap Value Strategy ($CCS, $SHYF, $PRMW)
- Weitz Investment Management Partners III Opportunity Fund ($META, $GOOG, $AMZN, $LSXMA, $KMX)
- Heartland Advisors Opportunistic Value Equity Strategy ($SSD, $PKG, $CABO, $GOOG)
- Heartland Advisors Mid Cap Value Strategy ($EHC, $RNR, $UHAL, $CABO, $GHC)
- Bonhoeffer Capital Management ($KT, $TIGO, $BLDR)
- Artisan Partners International Value Fund ($TCOM, $SU)
- Davis Financial Fund ($COF, $MKL, $RKT)
- Artisan Partners Global Opportunities Fund ($AMZN, $NVO, $ABNB, $MSFT)
- Alger Mid Cap Focus Fund ($PODD, $CRWD, $XPO, $RXO, $GNRC)
- Baron Emerging Markets Fund ($BIDU, $TS, $TSM)
- Baron Real Estate Income Fund ($ARE, $DLR, $ELS, $EGP, $BIPC, $VTR, $CUBE, $AMH, $GLPI, $VICI, $SUI, $SPG)
- Ariel Investments Small-Cap Value Strategy ($MANU, $CLB, $IPG, $MAT, $HCKT, $LESL)
- ClearBridge Investments Mid Cap Strategy ($REZI, $COTY, $ETSY, $HLI, $BLMN)
- ClearBridge Investments International Value Strategy ($BBVA, $TTE, $TS, $MUFG, $HMC)
- Alger Small Cap Focus Fund ($CHX, $INSP, $RXDX, $CYRX, $SWAV)
- Ariel Investments Small/Mid Cap Value Strategy ($AMG, $MSGS, $PARA, $OG)
- Artisan Partners Global Equity Fund ($INJ, TJX, $NOV, $BABA, $SHEL, $AZN, $EQT, $DAR)
- Ariel Investments Global Strategy ($GILD, $PM, $BIDU, $MSFT, $ITBU)
- Long Cast Advisers ($ENVX, $RSSS, $CCRN)
- Harding Loevner Frontier Emerging Markets Equity Strategy ($EPAM, $GLOB)
- Meridian Growth Fund ($GNRC, $OMCL, $SYNH, $SKX, $ZD, $MMSI)
- Brown Capital Management Mid Company Fund ($HUBS, $PODD, $DXCM, $BSY, $OMCL, $TYL, $ENTG)
- Broyhill Asset Management ($MCK, $PM, $KOF, $MSGE, $META, $ATVI, $NFLX, $MO)
- Horos Asset Management ($BIDU, $PYPL, $AER)
- Davis New York Venture Fund ($WFC, $BRK-B, $META, $AMAT)
- Wasatch Global Small Cap Core Growth Strategy ($AIMC, $MEDP, $FIVE, $PCTY, $CYBR, $QTWO)
- Ruane, Cunniff & Goldfarb Sequoia Fund ($SCHW, $ELV, $GOOG, $ICE, $UNH, $CACC, $LSXMA, $FWONK)
- Wasatch Global Investors Micro Cap Growth – U.S. Strategy ($TASK, $GDYN, $LAW, $NOTV, $AGYS, $SLP, $PI, $CHUY, $UFPT, $EZPW, $ROAD, $PRPL)
- Meridian Small Cap Growth Fund ($FDMT, $HDSN, $DICE, $TIL)
- Renaissance Investment Management Midcap Growth Strategy ($HZNP, $ACGL, $MTD, $PANW, $EXR, $ANET, $CSL)
- Baron International Growth Fund ($DLO)
- TimeSquare Capital Management U.S. Small/Mid Cap Growth Strategy ($PCTY, $ESTC, $ALGM, $FLYW, $BRO, $FOCS, $RNR, $WHD, $PWSC, $EHC, $CTLT, $LEGN, $ESAB, $ZWS, $AXON, $AOS, $ISEE)
- Meridian Contrarian Fund ($AIG, $CNHI, $RVLP, $UNVR, $BEPC, $ALGN, $TECBI, $DBRG)
- Diamond Hill Large Cap Concentrated Strategy ($ABT, $MSFT, $UNP)
- Aristotle Capital Value Equity Strategy ($SYY, $TSN, $ELAN, $SUI, $MRK, $AMP, $BX)
- Aristotle Capital Boston Small Cap Equity Strategy ($SAFE, $ADEA, $EHAB, $CALM, $DBI, $AIMC, $VVI, $ASC)
- Aristotle Capital Global Equity Fund ($CCJ, $CCl, $NCLH, $HLN)
- Meridian Hedge Equity Fund ($AMZN, $DIS, $DOLE, $SBH, $GFL, $COTY)
- Aristotle Core Equity Strategy ($AME, $AVGO, $CTLT, $GTLS, $AR)
- Wasatch Global Investors Small Cap Growth Strategy ($FOXF, $INSP)
- Wasatch Global Investors U.S. Select Strategy ($ROP, $FIVN)
- Wasatch Global Investors Micro Cap Value Strategy ($BWMN, $BVS, $ARIS, $PRTS)
- Matrix Asset Advisors ($AMZN, $TSN)
- Diamond Hill Capitol Long-Short Fund ($LOPE, $GOLF, $IBM, $ELF)
- TimesSquare Capital Management U.S. Mid Cap Growth Strategy ($OLPX, $BJ, $CASY, $LNG, $PXD, $VEEV, $ABC, $IDXX, $CRWD, $IT, $APH, $MCHP, $SBAC, $IAC, $PANW, $PINS, $ROST, $ORLY, $APTV, $POOL, $FND, $TSCO, $FMC, $MLM)
- VGI Partners ($CME, $AMZN, $IAC, $XM, $SAP, $DIS, $MA, $TSLA, $MAXR, $SLB)
- Polen Capital Global Emerging Markets Growth Fund ($TME, $DLO, $LVS, $ATHM)
- Ave Maria Growth Fund ($SITM)
- Ave Maria Focused Fund ($GFL, $DBRG, $OEC, $PBT)
- Renaissance Investment Management Large Cap Growth Strategy ($HCA, $AMZN, $META, $PKI, $FISV, $PYPL)
- Renaissance Investment Management Small Cap Growth Strategy ($AXON, $GDYN, $EME, $OMCL)
- Choice Equities Capital Management ($CROX, $PZZA, $EAT, $OEC, $WCC)
- Artisan Value Income Fund ($PM, $HRB, $CABO, $TSN, $WAFD, $AL)
- Aristotle Atlantic Focus Growth Strategy ($HZNP, $DXCM, $GH, $KLAC, $TWLO, $SNOW, $IOVA)
- Richie Capital Group ($FICO, $PERI, $RELL)
- Kingdom Capital Advisor ($ARCH, $WTI, $AMRK, $DOLE, $POL, $SMLR)
- Saltlight Capital ($RBLX)
- Aristotle Capital Small/Mid Cap Equity ($OII)
