Hedge Fund Investor Letters & Other Good Reads ~ market folly

Monday, February 2, 2009

Hedge Fund Investor Letters & Other Good Reads

Some preliminary Hedge Fund January '09 performance numbers

GMO's Jeremy Grantham Q4 letter

Bill Ackman's Pershing Square Capital: Annual Presentation & recent portfolio updates

David Einhorn's Greenlight Capital investor letter & portfolio updates

Viking Global January Performance Numbers

Bridgewater Associates Year-End Letter

Atticus Capital European Fund Letter

Paulson & Co Year End Report (Scroll all the way down)

Bill Gross Investment Outlook February 2009

Perry Partners Q4 letter (.pdf)


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