Q1 2017 Hedge Fund Letters is now up stay tuned for more as we sometimes update these pages even months after the quarter ends (3/31/2017 in this case).
Also some hedge fund conferences in Q1 2017 will be profiled here.
Last updated 7/01/2017
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.
But wait there is more! While in the past we focused just on letters this 2017 Hedge Fund Letters post and our posts going forward will also contain links to the best stories on the industry, profiles, important trends, investment conferences and more (they are listed separately at the bottom). However, the vast majority of our hundreds of links in this post deal with 2017 hedge fund letters.
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.
Also check out
2016 letters
Into great hedge funds focused on small caps? Check out our new site!
Conferences Q1
- LSE 2017 –Expect Hedge-Fund Returns to Be More Honda Than Rolls Royce: Point72
- LSE – Man Group
- PTJ
- Official feed
- SocGen Conference
- WEF Davos 2017
2017 Hedge Fund Letters
- Absolute Return Feb
- An Open Letter To Howard Marks
- Apollo Asia
- ADW Capital, Q1
- Alluvial Feb
- Alluvial March
- Alluvial Q1
- AlphaClone
- Andurand
- Aquitania Capital
- Arquitos Capital killing it
- Ariel Focus
- Ariel Appreciation
- Askeladden Capital
- Baskin
- Balyasny - Bezos of HFs
- Baupost
- Berkshire
- Best bets
- Bezos
- Bill Nygren
- BlueTower
- Boyles
- Burr Capital
- Brevan Howard Jan
- BH Feb
- Brevan Mar
- Broad Run
- Bronte Jan
- Bronte Feb
- Bronte Q1 - VRX
- Cable Car
- Causeaway
- Centaur Value
- Charlotte Lane
- Corsair
- ClearBridge
- Crescat Capital Q1
- More
- Curreen Capital
- Dodge & Cox
- Invst risk
- Euclidean Q1
- Elliott $5B in 24 hours, more, our coverage, and Paul Singer on FAANG stocks, and more
- Eton Park Capital shutting
- Stanphyl Capital January 2017
- Fasanara
- G&D – Kingstown Capital
- Greenlight January
- Greenlight on GM
- IP Partners
- Feb
- Greenlight q1 letter
- GMO Q1
- Farnam
- First Quadrant
- First Eagle
- FPA Capital
- FPA Crescent, call
- Gator
- Greenhaven
- Greenwood
- Global Allocation Jan
- March
- Hugh Hendry Q1
- Jan
- Feb
- Muhlenkamp Q1 2017
- Greenlight Mar
- Greenskeeper HCG
- HFT
- Horizon Kinetics
- Horizon Kinetics Q1
- Horseman Feb - throws in the towel
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