Hedge Fund Letters

Investor letters, commentary and research from fund managers

Explore fund managers' investor letters, market commentary and company research. Links lead to the manager's own publications where available; when no public research archive exists, the card points to its official website.

Fund Manager Research

1 Main Capital

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Aberdeen Investments

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Acatis

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Ace River Capital

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AGT Partners

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Akre Capital

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Alger

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Alluvial Capital

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Alluvium

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Alpha Wealth Fund

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Alphyn Capital Management

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AMG River Road Mid Cap Value Fund

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AMG Yacktman

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Antipodes

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Aoris

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Appalaches Capital

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Arar Fund

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Ariel Investments

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Aristotle

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Artemis Funds

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Artisan Partners

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AVI

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Baillie Gifford

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Baron

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Baumann

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Bell

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Berenberg

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Black Bear Value Partners

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Blue Tower Asset Management

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Brandes

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Brasada

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Bretton fund

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Bristlemoon Capital

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Bristol Gate Capital Partners

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Bronte Capital

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Brown Advisory

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Brown Capital

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Broyhill

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Buffalo funds

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Cambiar Investors

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Cedar Creek

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Chinus Asset Management

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CI Brunswick Fund

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Claremont Global

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Clearbridge Investments

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Conestoga Capital Advisors

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Cooke & Bieler

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Cooper Investors

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Coronation

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Crossroads Capital

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Davis Funds

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Deep Sail Capital

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Desert Lion

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Diamond Hill

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Donville Kent

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Downing LLP

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Eagle Capital Management

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East72

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Edgepoint

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Edgewood

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Emerald

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Ennismore

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Equam

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Fairlight Asset Management

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Fairlight Capital

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Fiduciary Management

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First Eagle Investments

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Focus

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Forager

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FPA

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Frostrow Capital LLP

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Fundsmith

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Gabelli

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Ganes

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Gemway

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Generation

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Giverny Capital

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Goehring & Rozencwajg Associates

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Goodhart Partners

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Granahan Investment Management

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Greenhaven Road Capital

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Greenlight

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Greenskeeper

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Greystone Capital Management

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Guinness

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Halvio Capital

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Harding Loevner

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Hardman Johnston

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Harris Associates

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Hayden Capital

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Headwaters Capital

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Heartland Advisors

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Hennessy Funds

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Hertford Capital

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Highwood

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Hinde Group

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Holland Advisors

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Hood River

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Horizon Kinetics

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Horos

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Hosking Partners

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Hotchkis & Wiley

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Infuse

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Jacob Funds

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Janus Henderson

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Jensen Investment Management

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Kathmandu Capital

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Kavaljer

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Kerrisdale Capital

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Kingdom Capital

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KNA Capital

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Kopernik

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Lakehouse Capital

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Langdon

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Latitude

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Laughing Water Capital

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Lazard Asset Management

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Lindsell Train

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Liontrust

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Long Cast Advisers

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Longleaf

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Longriver

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Loomis Sayles

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LRT

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Lupus alpha

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LVS Advisory

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Macquarie

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Madison Investments

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Mairs and Power

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MAN Group

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Mar Vista

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Maran Capital

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Marlborough

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Massif Capital

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Matrix

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Matthews Asia Funds

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Mawer Investment Management

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Mayar Capital

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Merion Road Capital

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Middle Coast Investing

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Miller Deep Value

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Miller Value Partners

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Mondrian Investment Partners Limited

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Montaka

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Montanaro

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Montgomery

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Moon Capital

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Munro

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Neuberger Berman

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Night Watch

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Nightview Capital

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Northern Trust

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NZS Capital

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O'Keefe Stevens

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Oakmark

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Oaktree Capital

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ODDO-BHF

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Optimist Fund

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Orbis

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Overstone Global Equity Fund

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Palm Harbour Capital

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Palm Valley Capital Management

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Parnassus Investments

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Patient Capital

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Pelican Bay Capital Management

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Pender

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Pernas Research

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Perritt

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Pershing Square

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Pictet Asset Management

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Pinnacle Investment

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Platinum Asset Management

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Plural

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PM Capital

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Polar Capital Funds

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Polen Capital

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Praetorian Capital

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Protean Funds

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Pzena

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Pzena Investment Management (EMEA)

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Quantex AG

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QV

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ReasearchHub

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REQ

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Rewey

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RiverPark Funds

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Riverwater Partners

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Robotti Value Investors

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Rockwood strategic

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Rothschild & Co

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Rowan Street

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Royal London Asset Management

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Royce Investment Partners

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RS Investments

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S.W. Mitchell Capital

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Saga Partners

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Saltlight Capital

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Sands Capital

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Schafer Cullen

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Sequoia Fund

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Seven Canyons Advisors

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Signia

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Smead Capital Management

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Smithson Investment Trust

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Smoak Capital

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Southernsun

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Spheria Global Opportunities Fund

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Sustainable Growth Advisers

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SVN Capital Fund

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Symmetry

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TAMIM

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Tapasya

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TCW

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The London Company

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Third Avenue

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Third Point

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TimesSquare Capital Management

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Tran Capital Management

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Tributary Capital Management

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Troy Asset Management

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Tweedy Browne

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Upslope capital

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Vela Funds

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Vision Capital

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Vltava Fund

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Voss Capital

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Vulcan Value Partners

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Warden Capital

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Wasatch

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WCM Investment Management

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Wedgewood Partners

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Weitz Investments

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Wellington Management

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White Brook Capital

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White Falcon Capital Management

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WS Amati Strategic Metals Fund

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WS Lindsell Train UK Equity Fund

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YCG Investments

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