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2018 Q1 Hedge Fund Resource – Horseman, CFA, Sohn, Ivey, Dane, Arquitos, Denali, Shortselling, ValueAct, Druck, Ackman, Loeb, Singer, Top Emerging Managers And More

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Jacob Wolinsky
Published on
Updated on
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some updates also a few late additions to 2017 section

For 2017

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 full 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)

Q1

Conferences

Saber @ MArkel 4/24

RTRS - Samantha Greenberg

Letters

Absolute Return 3/3

Adventur.es on Amazon 2/21

Alpine 5/15

ANYA Investment Partners 5/30

Akre 4/12

Arquitos Capital

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid