hedge fund managers

Q2 2019 Hedge Fund Letters: Einhorn, Carlson, Canyon, Mandel, Kerrisdale, Loeb, Paul Tudor And Much More [UPDATED 10/1 23:21 EST]

This post was created on 6/30/2019 stay tuned for updates up to several times a day!

As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size.

How is this different than SecurityAnalysis? We have a lot more (on funds both large and small that few if anyone is covering) and update it much more frequently – also we do some good pieces which are not there

 NOTE: The list is mostly in category and alphabetical order. While many 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 because of US copyright law and it would likely not fall under fair use . We have been trying to note where it is full and where it is just our story next to the links.

2019 letters for other quarters

Absolute Return Letter May 2019, titled, “Addicted To Oil?” 5/11

Alluvial 5/8


Alta Fox 7/25

AlphaClone 8/3

Alluvial 7/30

Atlantic article 8/13

Askeladden Capital 7/2

Angelo Gordon article 5/30

Apollo Asia  8/2

Ariel Appreciation Fund Q2 2019 Commentary 7/17

Aristides article 5/8


This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible

Saved Articles

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 11/30/2019 or after next 25 20 subscribers take advantage whichever comes first – please do not share this discount with others