Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More

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Jacob Wolinsky
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The Q2 / H1 hedge fund letters page is now up – as mentioned last time this will be more of a hedge fund news resource page. While the bulk and majority of the content will be about letters, we will also have links to conferences, feature stories and related hedge fund resources that may be of interest.

This post was started on July 1st 2017 as we like to get the hedge fund news up right away, but as the quarter just ended and we frequently update posts even six months after a time period has passed make sure to check back.

As always, before getting into the nitty gritty of hedge fund news and material we must state to protect ourselves from trolls that 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. Please see our legal disclaimers. More on lack of letters below.


Additionally, we do not do due diligence on hedge funds, while we would not “profile” funds we think are frauds (it comes up time to time) we are not an RIA or related and it takes a lot of time to and resources to do that due diligence. That is a job for experts and we in no way claim that you should or should not invest in these funds.

Hedge fund news Last updated 9/29/2017

Hedge Fund News Stan DRuckenmiller, Stanley Druckenmiller, hedge funds, valuewalk, macro investing, gold, precious metals, mining, gold miners, silve,r famous hedge fund managers, Soros


On tips
If you are concerned about issues of confidentiality, privacy or other legal issues related to sending information, you can review the following ProPublica article on communicating confidentially.  ProPublica recommends that if you are sending information by mail, that you consider sending it without a return address, but we will accept any form of submission and protect your confidentiality to the full extent of the rights provided under the law.  Anonymous hedge fund news tips by email can be sent to tips(@)valuewalk.com.  Also for super secure-file sharing we like onionshare  and for messaging Signal App. I can be contracted on signal at 845-304-5782.

Also, most of our readers are well-connected in the industry and rich (way wealthier than us – we face growing challenges from malicious copyright trolls who would shakedown a disabled dying veteran if they could earn an extra few lira, deadbeat ad agencies who blatantly breach contract and just do not pay a penny knowing that we are stuck unless we go to court which is expensive, time consuming and unpleasant, and related parasites. Please consider us in mind if you can ever help out with tips or far more importantly with tips

The one reason why we can do this is because of our loyal fans and our unwavering commitment to protect our sources to the best limits legally and humanly possible.

Why is hedge fund news so important? I will tell you why in my opinion and this is a topic we have been covering more in-depth as the situation looks increasingly dire….

Pension funds in particular invest hundreds of billions of taxpayer (YOUR money) in hedge funds – some of these funds are great and some well are less great. I would surmise a lot of money is invested in high cost/big name hedge funds which have too much money to beat the market in the long run nor produce much value in hedging and are costing pensions and taxpayers billions which would be better allocated to smaller active hedge funds or index funds.

The exact numbers are hard to come by but according to a recent report by Willis Towers Watson over $250B of pension money is invested in hedge funds and fund of funds which in my opinion is mostly a racket to make money on the spread. According to their own public records – New York City public pension funds alone have $4 billion in hedge funds and according to a recent Barclays Prime Brokerage report hedge funds have not generated positive alpha in six years.

Also, see our recent articles titled Thanks To HF Fee Structure, Pension Funds Will Pay $30 Billion Extra

The above is just one of many stats concerning the dire state of pension funds.

Additionally, the future of journalism is at a cross-roads. That can either be watermelon squeezing  (if you want to even call that journalism) or holding our Government officials accountable for how pension money is allocated. In my opinion, that is way more important than most of the financial news media and the latest ticker quotes on what the FAMGA did today.

The above criticism was not labeled at anyone in particular and there are great FOFs, pension funds, big hedge funds etc. I meant as a general rule.

But again please consider us in mind if you can ever help out with tips or far more importantly with tips in a legal manner.

Anyway, without further to do the content!

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

2015  letters

2016 letters

2017 Letters

Into great  funds focused on small caps? Check out our new site!

2017 Hedge Fund News – Letters and more


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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.

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