2017 Hedge Fund Letters – UPDATED 5/24 – SECRETS

H2 hedge fund letters can be found below.

Besides for 2017 Q4/full year/ and h2 hedge fund letters we have also been expanding our coverage into conferences. We can use reader help on that so please feel free to reach out if you are competent and trustworthy. The theme this quarter is public pensions but we discussed it here so for now we are just going straight into the content.[/box]

Updated on 5/24

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• 2016 letters

For 2017

• Q1
• Q2
• Q3
• Small caps q4

2018 Q1 letters[/toggle]

[dalio]

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 (one reader had the idea that we could or did - although I don't even know why he did, but to avoid any confusion we must state that again).

H2 Hedge fund Letters

H2 Hedge fund Letters
Letters

Ariel

• Focus 1/22
• Appreciation 1/21

Artko Capital 1/20

Adventur.es 1/18

Adestella 2/5

Arlington Value 2/24

• Fees 2/27

Appleseed 2/21

AlphaClone 1/9

• Jan 2/3

Alluvial 11/24

• Dec update 1/25
• Q4 letter 1/25

Alpine 2/5

Alleghany 3/15

Amala 1/30

ANYA 3/12

Apollo 2/21

Askeladden 1/11

Ariel

• Nov 12/14
• Dec 1/9

Aristotle

• Q4 1/9

Aristotle Capital 2/21

Absolute Return 11/1

• Death 12/2
• Book 1/9

Atlantic Investment 1/26

Arquitos 1/24

Avenir 2/22

Asia Frontier Capital

• Dec 1/10

Balyasny 1/26

BlackBear 2/5

Barrage 2/5

Baupost WSJ 1/20

• More 1/24
• More 1/24
• On China 3/26
• On Softbank 3/29
• On Bitcoin 3/29

Berkshire 2/25

Bill Miller 1/25

Bill Nygren 1/9

Biglari 2/25

Bill Gross 1/11

BlueMountain 1/30

BlueTower 2/5

Bonhoeffer 3/8Broyhill

Boyles 1/25

Black Bear 1/13

Barac

• 1/2

Broyhill 3/3

Bronte Nov 12/ 10

• FY 1/10

Brevan Howard

• Oct 12/20
• Nov 1/1
• Dec 2/3

Bretton 2/21

Brandywine 1/25

Bumbershoot 3/10

Centaur 1/31

ClearBridge 1/26

Cerrano 2/5

Citadel 2/5

Chou 3/8

Clipper 2/21

Coho AIG 5/25

Como 1/21

Corsair 2/6

Crescat 1/30

CrossRoads Capital 3/16

Curreen 1/23

Dane Capital

• 1/3
• Top picks 1/5
• Letter 1/30

DoorDarshi

• FY 1/1

Deer Park 1/23

Dodge & Cox 1/21

Edgemoor 2/12

Emerging Value 1/25

Ewing Morris 1/5

Euclidean Technologies 1/16

Gates 2/14

Half Moon 5/2

Hayden 2/8

Highbridge 2/3

• H2 3/3

Higher Moment 1/25

Horizon 1/20

Horizon 1/30

Hypotenuse 1/23

Hoisington

• Q4 1/10

Hound 2/13

• Shorting 2/14

Indaba Capital 5/3

FPA 1/13

FPA Crescent 1/30

Forager 1/24

Fasanara

• Dec 1/10

Farnam 1/20

FrontFour

Frazis 2/8

Fundsmith 1/20

• Meeting 3/12
• FEET 3/12
• FY 3/11
• Blog 3/12

Forge Q4 1/15

Gator 4/4

Giverny 3/25

Greenhaven 2/3

Gilder Gagnon 1/24

GDS 1/22

GoodHaven 1/30

Global Return 2/8

Global Asset Allocation

GMO on Stalin 2/20

• Dec 1/10

Greenwood 1/24

Grizzlyrock 1/18

• Nov 12/14
• Dec returns 1/5
• 17 letter 1/15

GMO

• Meltup 1/4

Greenight

• Oct returns 10/31
• Nov 11/30
• Dec 12/30
• Letter 1/16

GrizzlyRock 3/16

Harrington 3/11

Hazelton 1/30

Horseman

• Oct 11/19
• Nov 12/24
• Dec 1/18

Horizon 1/18

• Q4 1/22

Hound 2/14

IBV Capital 1/10r

iolite 1/7

IP Partners 1/25

Indaba 5/24

Investors Management Corporation 4/25

JANA 1/24

Jamie Dimon 4/5

JDP 3/8

JHL 2/13

• Steinhoff 2/14

Jensen

• 2017 12/30
• Q4 1/17
• Call 2.9

Kennox

Kerrisdale 1/21

• FY 1/30

Khrom Letter 5/24

KKR 1/17

Kempen 2/5

Laughing Water 2/5

Livermore 2/8

Locus Wood 2/9

Logos 1/11

Lone Pine 2/28

Lakewood 1/30

Lembirik

Leucadia 3/15

• 1/5

Logos

• Oct 11/19

LongLeaf 1/24

Lyrical 2/21

Lumiere 3/8

Maran 1/3

Margate 2/12

Mar Vista 2/9

Mark Leonard  4/25

Martin Capital 2/21

Meson 2/28

Miller Value 1/26

• Equity Fund 1/26

Mittleman

• Stat sheet 2/11
• Letter 2/11

Mark McKinney 1/30

Meson Capital 3/1

Motiwala 2/14

Muhlenkamp

• Nov 30, 2017 Webcast
• Jan Muhlenkamp 1/23

Oceanwide 1/21

Odey 3/15

Overseas 3/2

Olesen 1/20

Open Square 1/13

Oakmark

• Select 1/9

Odey 11/23

• Nov intl fund 1/15
• Hugs Dec 1/23

MPE Capital 1/7

Rafiki 1/19

Paulson 3/25

Papyrus 2/13

Platinum 2/5

Polleit & Riechert 2/10

Polaris 1/17

Polen 1/15

Pabrai

• Oct 12/21
• Pabrai FY 1/15
• Rain 1/18

Paulson

• Nov 12/23

Pershing

• Oct returns
• Nov 12/2
• Dec 12/1
• Letter 1/30
• b 3/26

RGA 1/24

RBI Capital - wow 1/20

RIT 3/8

RLT 2/10

Sandon

• Nov 12/14
• Dec 1/15

Serenitas 1/22

Smead

Q4 1/16

Snow Park

• 1/03

Splitrock 4/4

Stanphyl

• Oct 10/31
• Dec 12/31

Teton 1/25

Third Point 1/22

Tocqueville 1/17

URI 1/23

Wedgewood

River Park CMBS 1/31

• FI 1/31
• Growth Fund 1/31
• Long/Short Opportunity Fund 1/31
• Value Fund 1/31

RV 1/9

• Q4 1/23

Semper Augustus 2/25

Sequoia 1/23

Starvine 1/11

Stonehouse

• 234% return 1/3

TAO 1/21

TGV Partners 1/30

• TGV Rubicon 1/30

Third Ave

• Letter 12/30
• Real Estate Fund 1/18
• Small Cap Fund 1/18
• International Value Fund 1/18
• Value Fund 1/18

Thornburg 2/3

Third Pt

• Oct returns
• Nov
• Dec

Tiger Global 2/10

• on AI 2/12

Trapazee 3/8

Tweedy 1/30

Tudor 2/8

• Tudor 2/8

Turtle Creek 1/31

UK Value 1/30

Upslope Capital 1/18

UTIMCO 3/2

VGI 2/9

Vilas

• FY 1/10

Vltava

• 1/5

Vulcan Value 1/31

Weitz

• 1/3
• 1/23

Wiedower 1/5

Wintergreen 3/2

Wolf Hill 1/17

Yacktman 2/10

Conferences

AgeCroft 12/21

Asia Value Conference - 10/22

Buffett w/ students, more - 10/26

Capitalize For Kids - Einhorn, Levin, 3G , Eisman, Smith, Cowen - UPDATED 10/21

• Marketfolly notes and we have more coming! 10/28
• Smith crash 11/2
• Full notes here 11/5

DealBook - 11/10

EBI full notes 11/16

Invest 4 Kids - notes pdf 11/2

Grants - Cohodes, Taconic

Oxford - Einhorn Warns 11/16

Odey 12/7

Opalesque 1/9

Reuters 11/16

RobinHood Greenberg, Saba 10/22

• Robbins - 10/24
• Dimon, Ainsie - 10/25
• Ken Lagone, PTJ David Tepper Samantha Greenberg 10/26
• Notes document will be updated further 10/26
• Loeb - 10/30
• Full notes 10/31

RV meeting 1/30

Sohn London 12/4

• more 12/7

Sohn Brazil 12/6

• Verde 12/10
• Full notes 12/18

Sohn Monaco 4/25

• TTInternational
• BlueCrest_SohnPresentation
• LaFrancaise
• AltanaWealth_Presentation

WSJ CEO Conference

Features

Ackman

AI vs Buffett 12/6

Buffett's heir 12/7

Baupost Westinghouse 12/7

Baupost leans in 112/7

Decagon

Buffett vs Cohodes 10/18

Buffett AI 11/16

G&D 10/16

Goldman vs GSO 12/7

Loeb long malls 11/12

Paradise Papers - reinsurers

Psychopaths - 10/19

Paul Singer will kidnap your childen 12/7

PTJ SJW

SEC probes PBs 12/7

Small caps 2/28

https://www.bloomberg.com/news/articles/2018-01-02/steve-cohen-prepares-return-with-help-of-big-brother-oversightSteve Cohen spies 1/3

Soros son 12/2

Woodford 12/2

Ops

BW Marketer leaves

BW endowments

Hutchin Hill shuts 12/1

Family Office boon - 10/22

Quant HF shuts

Tudor

SAC trader leaves

Activism

DD oil activism

Truman, Dewey 2.0

Pitches

Avenir and Hayden 12/30

Bluetower on EZPW and NICK 12/30

Cambria Automobiles - Alex Bossert 1/16

G&D 12/20

Hosking on brands 1/7

Stanphyl TSLA

Convoy on cryptos

DREAM 12/15

Clark on shorting

Dalio on taxes 12/6

Hulu short 12/21

Jackpotty 12/15

Platinum on Asia 12/2

Luxoft

TIF 12/23

Transcripts

Chanos 12/23

Munger at Ross 12/24

LOL

Cooperman on SEC

Griffin cracks down on sugar

Kyle Bass sued 12/4

• More
• More 12/4

Jim Grant Vs Dalio, more, our in-depth coverage on the topic with behind the scenes commentary - 10/15/17

Ostrich farm in Uganda 12/20

Steph Curry