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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 investment 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!

2024 Hedge Fund Letters

Q1 2024 Hedge Fund Letters
Investment FirmDate Posted
Warden CapitalApril 8
Oakmark FundsApril 8
Jcap Research – AXT IncApril 8
Headwaters CapitalApril 8

2023 Hedge Fund Letters

Q4 2023 Hedge Fund Letters

Investment FirmDate Posted
Kerrisdale CapitalMarch 28
Goldman Sachs Top of the MindMarch 27
Goldman Sachs Global ViewsMarch 27
Deloitte Digital Media Trends 2024March 27
Giverny CapitalMarch 19