2016 Hedge Fund Letters

2016 Hedge Fund Letters page is now up!

Q4 and H2 2016 letters and also some hedge fund conferences.

The links are not an endorsement whatsoever nor does any omission mean anything, besides for the fact that we do not find the letter interesting/newsworthy or we do not have access to it. More on that below.

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Pension funds in particular invest hundreds of billions of taxpayer (YOUR money) in hedge funds. According to a recent report by Willis Towers Watson  over $250 billion of pension money is invested in hedge funds and fund of funds. According to their own public records – New York City public pension funds alone have $4 billion in hedge funds and according to Barclays Prime Broker Research hedge funds have not generated positive alpha since 2011–  The future of journalism can either be watermelon squeezing or holding our Government officials accountable for how they allocate our retirement money.

NOTE: The list is in alphabetical order. To be completely accurate, while most funds listed below are hedge funds some are mutual funds or other (i.e. Berkshire Hathaway). The list is (mostly) in alphabetical order.

Last updated on 5/27/2017

Also check out prior hedge fund letters

2015

Q1 letters

Q2 letters

Q3 letters

2017 hedge fund letters

Q1 letters

Into great hedge funds focused on small caps? Check out our new site!

Q4 hedge fund conferences

  1. 2016 Hedge Fund Letters - Q4
  2. Absolute Return Letter- Brexit Election
  3. Absolute Return November
  4. Absolute Return “Hiccup Of The Year?”
  5. ADW Capital Up 25%, letter here
  6. Arlington Value
  7. Alluvial Capital

Anabatic Investment Management

    1. Aquamarine Dec letter on ZINC
    2. Aquitania
    3. AlphaClone
    4. Andurand Commodities
    5. Apollo
    6. Ariel October letter
    7. Ariel on Intl risk
    8. Artemis Capital
    9. Aristotle Capital
    10. Ardmore Capital closes
    11. Arquitos Capital up 55%
    12. Artko Capital, commentary
    13. Avenir Capital
    14. Ascend Capital
    15. Asia Frontier Capital
    16. Askeladden Capital up 56%
    17. Astellon Capital
    18. Astenbeck Capital October
    19. Astenbeck Capital
    20. azValor
    21. Balyasny
    22. Baupost Group, More
    23. More on Baupost, more from us, and more from us, and on ETFs
    24. Berkshire
    25. BlueTower up 33%
    26. Boyles YE letter
    27. Boyar
    28. Broyhill
    29. Blackcrane Capital
    30. Birch Grove Nov
    31. Brandywine
    32. Breach Inlet Capital
    33. Brenham Capital
    34. Brevan Howard Sept
    35. Brevan Howard Nov
    36. Brevan Howard Dec
    37. Broadhill Investment
    38. Bronte October
    39. Bronte Nov
    40. Bronte 2016 letter
    41. Buckley Capital
    42. Cable Car
    43. Carbon Investment Partners
    44. Carlson Capital, with a dire warning
    45. Canyon
    46. Centaur Value Nov
    47. Centaur YE
    48. Cook & Bynmun P&G
    49. Cobia Capital
    50. Coho Capital
    51. Cowan Asset Management
    52. CQS 2016 letter
    53. Crescat Capital, election date update, and more
    54. Crescat Global Nov
    55. Crescat Capital Q4
    56. Dodge & Cox on active
    57. Dodge & Cox Q4 2016 Commentary
    58. Donald Trump, more
    59. Eddie Lampert
    60. Eden Alpha
    61. EdgePoint Wealth
    62. Elevation Capital Dec
    63. Elliott on Marathon
    64. Elliott Management 2016, more, on Dodd-Frank, on monterary policy

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