This was just started on July 1st 2018) please stay tuned for much more in the coming weeks - as a refrence (per wordpress revisions) in Q1 18 i updated the page about 105 times or 1.1?x a day for 90 days so please bookmark and check back soon! As always we REALLY really appreciate letters and tips on hedge funds from our readers regardless of fund size. If you want to tip us in a manner compliant with the law plz email us at email@example.com or signal 845-304-5782 - we can arrange other secure messaging as well. If you are concerned about issues of confidentiality, privacy or other legal issues related to sending information, you can review the following ProPublica article on communicating confidentially. ProPublica recommends that if you are sending information by mail, that you consider sending it without a return address, but we will accept any form of submission and protect your confidentiality to the full extent of the rights provided under the law. Anonymous tips by email can be sent to tips(@)valuewalk.com. Also for super secure-file sharing we like onionshare and for messaging Signal App. I can be contracted on signal at 845-304-5782. 2016 letters For 2017 Q1 Q2 Q3 Small caps q4 Q4/FY/H2 2018 q2 2018 NOTE: The list is mostly in category and alphabetical order. While most funds listed below are hedge funds some are mutual funds or other (i.e. Berkshire Hathaway), some letters are public Additionally, we cannot post many letters in most cases because of US copyright law and it would likely not fall under fair use (please understand this and read our TOS before subscribing) Letters Andaz Private Investments 5/9 adventur.es/sweating-hay-in-the-shining-sun 7/11 Andaz Q2 7/4 Absolute Return May on oil 5/1 June on ADD 6/4 AlphaClone April 5/11 Askeladden 7/3 Alluvial Alluvial Fund, LP - May Update AFC Asia Frontier 5/15 Ariel 7/8 Artko Capital Q2:7/15 Axiom Asia on Xi Xinping 7/10 Barac 7/3 Bill Nygren 7/9 Bill Miller Q2 2018 Market Letter 7/20 Black Bear April 5/11 May 6/12 June 7/12 Q2 letter 7/11 Branders 8/7 Brevan Howard April 7/15 May 7/16 Brandywine 7/11 Crescat Capital May 6/8 June 6/24 Cureen Capital 7/13 Deer Park April 6/8 April Part II 6/10 Comus Investments Crosspoint Capital 7/19 BlueMountain Q2 7/1 Bonhoeffer April 5/12 May 6/21 Dodge & Cox 7/17 East 72 Holdings 7/11 ExodusPoint 7/12 Elucidian Q2 7/18 Fasanara Capital 6/12 Farnam Street...
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.comFD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
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