Every quarter I read letters from a short list of fund managers. These are the ones worth your time, each linked to the manager's own site.
Free to read. No sign-up, no paywall. Most letter aggregators ask you to register or pay before you can open a single letter. Here you click and read.
The list is mine. The archive checks for new letters every week. 750 letters from 23 managers so far.
Latest letters
- Q3 2026 Abdulaziz AlnaimMayar Capital Read Q3 2026 letter by Abdulaziz Alnaim ↗
- Q3 2026 Marc WerresHinde Group Read Q3 2026 letter by Marc Werres ↗
- Q3 2026 Joe FrankenfieldSaga Partners Read The Growth of Knowledge (Aug 2026) by Joe Frankenfield ↗
- Q3 2026 Daniel GladišVltava Fund Read Tadej Pogačar and investing in stocks by Daniel Gladiš ↗
- Q3 2026 Yaron Naymark1 Main Capital Read Q3 2026 letter by Yaron Naymark ↗
- Q3 2026 David RolfeWedgewood Partners Read Q3 2026 letter by David Rolfe ↗
- Q3 2026 Adam WilkGreystone Capital Read Q3 2026 letter by Adam Wilk ↗
- Q2 2026 Abdulaziz AlnaimMayar Capital Read Q2 2026 letter by Abdulaziz Alnaim ↗
- Q2 2026 Marc WerresHinde Group Read Q2 2026 letter by Marc Werres ↗
- H1 2026 Andrew CarreonEmeth Value Capital Read H1 2026 letter by Andrew Carreon ↗
- Q2 2026 Bruce FlattBrookfield Corporation Read Q2 2026 letter by Bruce Flatt ↗
- Q2 2026 Daniel GladišVltava Fund Read When artificial intelligence becomes abundant in investing, what will become rare? by Daniel Gladiš ↗
- Q2 2026 Fred LiuHayden Capital Read Q2 2026 letter by Fred Liu ↗
- Q2 2026 Scott MillerGreenhaven Road Capital Read Q2 2026 letter by Scott Miller ↗
- Q2 2026 Yaron Naymark1 Main Capital Read Q2 2026 letter by Yaron Naymark ↗
The managers
- Abdulaziz Alnaim Mayar Capital
- Chris Bloomstran Semper Augustus
- Andrew Brenton Turtle Creek Asset Management
- Andrew Carreon Emeth Value Capital
- Bruce Flatt Brookfield Corporation
- Joe Frankenfield Saga Partners
- Daniel Gladiš Vltava Fund
- Fred Liu Hayden Capital
- Scott Miller Greenhaven Road Capital
- Yaron Naymark 1 Main Capital
- Ryan O'Connor Crossroads Capital
- François Rochon Giverny Capital
- David Rolfe Wedgewood Partners
- Dan Roller Maran Capital
- Javier Ruiz Horos Asset Management
- Terry Smith Fundsmith
- Matthew Sweeney Laughing Water Capital
- William Thomson Massif Capital
- Rob Vinall RV Capital
- Amit Wadhwaney Moerus Capital Management
- Chris Waller Plural Investing
- Marc Werres Hinde Group
- Adam Wilk Greystone Capital
Missing a letter or a manager? Write to letters [at] ezrasnotes [dot] com.