Every quarter, FinMasters curates an archive of quarterly hedge fund letters from all over the web.
These letters are from the top hedge funds and the most successful value investing firms in the world – learn about the stock market, the economy, the global geopolitical landscape, and investing strategies and philosophy from the very best in the business today.
Many of the letters are sourced from Reddit/r/SecurityAnalysis but also include other sources. If you have any more hedge fund letters or reports – especially ones with a value investing focus – please send them here.
Enjoy the archive!
* Last updated on May 05th, 2022
2022 Hedge Fund Letters
Q1 2022 Hedge Fund Letters
2021 Hedge Fund Letters
Q4 2021 Hedge Fund Letters
Q3 2021 Hedge Fund Letters
Q2 2021 Hedge Fund Letters
Q1 2021 Hedge Fund Letters
2020 Hedge Fund Letters
Q4 2020 Hedge Fund Letters
Q3 2020 Hedge Fund Letters
Q2 2020 Hedge Fund Letters
Interview | Date Posted |
Ray Dalio – Bloomberg | July 8 |
Greg Jensen – Bridgewater | July 9 |
Charlie Munger | July 10 |
Janet Yellen | July 15 |
Sam Zell on REITs | July 15 |
Josh Friedman | July 17 |
Ensemble Capital – Market Update | July 21 |
Invest Like the Best – Charlie Songhurst | July 21 |
Howard Marks – CFA Society Chile | August 3 |
Gavin Baker – AI Tailwind for Semiconductors | August 3 |
Howard Marks Bloomberg | August 7 |
Beeneet Kothari | August 17 |
Joel Greenblatt | August 20 |
Q1 2020 Hedge Fund Letters
Interview | Date Posted |
Bill Ackman – Bloomberg | April 7 |
Bill Ackman – CNBC | April 7 |
Jim Chanos | April 7 |
Murray Stahl | April 7 |
Oaktree Capital – Emerging Markets | April 7 |
Oaktree Capital – Relative Value | April 7 |
Steve Bregman | April 7 |
Fundsmith Annual Meeting | April 8 |
Grant Williams 2020 Series | April 9 |
Barry Diller | April 17 |
Willow Oak Value Hour | April 17 |
Ray Dalio – Bloomberg | April 18 |
Invest Like the Best – Dan Rasmussen | April 18 |
Invest Like the Best – Gavin Baker | April 18 |
Masters in Business – James Montier | April 18 |
Carl Icahn – Bloomberg | April 26 |
Greg Maffei – CNBC | April 26 |
A Shift in Investment Strategies Post Coronavirus | April 28 |
Bill Ackman – Farnam Podcast | April 29 |
Jim Chanos on Financial Fraud | May 3 |
Sam Zell – Bloomberg | May 5 |
David Tepper – CNBC | May 15 |
Stanley Druckenmiller – ECNY | May 15 |
Howard Marks – Bloomberg | May 18 |
Jerome Powell – 60 Minutes | May 18 |
Chris Bloomstran | May 20 |
Gavin Baker – CSIMA | May 20 |
Howard Marks – CFA | May 20 |
CFA Institute Virtual Conference | May 25 |
Jorge Paulo Lemann | May 26 |
2019 Hedge Fund Letters
Q4 2019 Hedge Fund Letters
Q3 2019 Hedge Fund Letters
Q2 2019 Hedge Fund Letters

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