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
2017 hedge fund letters
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Q4 Hedge Fund Conferences
- DealBook Conference 2016
- Reuters Industry Summit, Bruce Richards, Steve Einhorn, Hugh Hendry and more
- Evidence-Based Investing Conference 2016 – Swedroe, Ellis, Chanos, McNabb And Many More!, more notes, and more, and more
- Investment Community Visibility (ICV) conference – Marc Lasry
- Robin Hood 2016 Conference, more from conference
- Tilson slides from Robin Hood
- Robin Hood Slides
- No Labels conference – Nelson Peltz
- Sohn London Conference Notes 2016: Hohn, Bishop, Croxson & More
- Gaining the Edge – 2016 Investor Leadership Summit
- Samantha Greenberg Long Disney
- More from Tislon on RH
- Greenlight’s David Einhorn On Bayer: Have Your Cake And Eat It Too
- Traders4aCause
2016 Hedge Fund Letters – Q4
- Absolute Return Letter- Brexit Election
- Absolute Return November
- Absolute Return “Hiccup Of The Year?”
- ADW Capital Up 25%, letter here
- Arlington Value
- Alluvial Capital
- Anabatic Investment Management
- Aquamarine Dec letter on ZINC
- Aquitania
- AlphaClone
- Andurand Commodities
- Apollo
- Ariel October letter
- Ariel on Intl risk
- Artemis Capital
- Aristotle Capital
- Ardmore Capital closes
- Arquitos Capital up 55%
- Artko Capital, commentary
- Avenir Capital
- Ascend Capital
- Asia Frontier Capital
- Askeladden Capital up 56%
- Astellon Capital
- Astenbeck Capital October
- Astenbeck Capital
- azValor
- Balyasny
- Baupost Group, More
- More on Baupost, more from us, and more from us, and on ETFs
- Berkshire
- BlueTower up 33%
- Boyles YE letter
- Boyar
- Broyhill
- Blackcrane Capital
- Birch Grove Nov
- Brandywine
- Breach Inlet Capital
- Brenham Capital
- Brevan Howard Sept
- Brevan Howard Nov
- Brevan Howard Dec
- Broadhill Investment
- Bronte October
- Bronte Nov
- Bronte 2016 letter
- Buckley Capital
- Cable Car
- Carbon Investment Partners
- Carlson Capital, with a dire warning
- Canyon
- Centaur Value Nov
- Centaur YE
- Cook & Bynmun P&G
- Cobia Capital
- Coho Capital
- Cowan Asset Management
- CQS 2016 letter
- Crescat Capital, election date update, and more
- Crescat Global Nov
- Crescat Capital Q4
- Eddie Lampert
- Eden Alpha
- EdgePoint Wealth
- Elevation Capital Dec
- Elliott on Marathon
- Elliott Management 2016, more, on Dodd-Frank, on monterary policy
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