Hedge Fund Letters Q2 2017

Absolute Return Partners July 2017: Are Robots Disruptive?

Akre Capital - Focus Fund 2Q 2017 Investor Letter

Alluvial Capital 2Q 2017 Letter

Artko Capital LP 2Q 2017 Partner Letter (SPA, HDSN, DXLG, HTM)

Baron Funds 2Q 2017 Investor Letter

Blue Tower Asset Management 2Q 2017 Investor Letter (FONR)

BroadRun Investment Management 2Q 2017 Investor Letter (NVR, ORLY)

Broyhill Asset Management 2Q 2017 Investor Letter (CTSH, DG, DLTR)

Crescat Capital 2Q 2017 Investor Letter (Chine credit/housing bubble)

FPA Crescent Fund 2Q 2017 Investor Letter (Naspers/Tencent pair, basket of financials)

GMO 2Q 2017 Investor Letter - "Why Are Stock Market Prices So High?"

Goehring & Rozencwajg: Second Quarter 2017 Investor Letter (Commodities)

Greenhaven Road Capital 2Q 2017 Investor Letter (TRIP, YTRA)

GreenWood Investors 2Q 2017 Investor Letter (TRIP)

Hayden Capital 2Q 2017 Investor Letter (AMZN, JD, ZO1)

IP Capital Partners 2Q 2017 Investor Letter (GOOGL)

Laughing Water Capital 2Q 2017 Investor Letter (EZPW, GAIA, ITI, DNOW, REV, PCOM)

McElvaine Investment Trust 6/30/2017 Semi-Annual Report

RIT - Rothschild Investment Trust

Roumell Asset Management 2Q 2017 Quarterly report (LQDT, TICCL, EDGW)

Ruane, Cunniff & Goldfarb (Sequoia Fund) 2Q 2017 Investor Letter
Ruane, Cunniff & Goldfarb (Sequoia Fund) 2017 Investor Day Transcript (ORLY, TJX, CACC, FWONA, SCHW, GOOGL, KMX)

Saber Capital 2017 Mid-Year Update (TCEHY)
Saber Capital Note to Investors: the Most Important Moat
Saber Capital Slide Deck: the Most Important Moat

Third Avenue Management
Third Avenue Small-Cap Value Fund 2Q 2017 Letter (PDCE, HAYN, FNSR, AMN, HZN, WSBC)
Third Avenue Value Fund 2Q 2017 Letter (RS)
Third Avenue International Value Fund 2Q 2017 Letter 

Third Point 2Q 2017 Investor Letter (BAX, BABA, BLK)

Upslope Capital Management 2Q 2017 Investor Letter (EROS, OZRK, HACK, STOR)

The Vilas Fund 2Q 2017 Investor Letter (BCS, HMC, F, GM, WBA, VRX)

Wedgewood Partners 2Q 2017 Client Letter (CELG, ROST)

 

 

 

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