Long Lake Capital Management, LLC
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Quarterly Update
​Letters

Beginning in the third quarter of 2015, we have published quarterly update letters that provide Long Lake Capital Management, LLC's "Long Lake's" market outlook and an overview of certain equity holdings added to client portfolios, for which they are suitable, during the period.

The letters are not intended as investment advice. To subscribe to our quarterly letter, please visit the "Contact" page and submit a request.

2020 Letters  

COVID-19 & 1Q20 Letter
File Size: 1463 kb
File Type: pdf
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2Q20 Letter
File Size: 983 kb
File Type: pdf
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3Q20 Letter
File Size: 725 kb
File Type: pdf
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2019 Letters  
1Q19 Letter
File Size: 1301 kb
File Type: pdf
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2Q19 Letter
File Size: 1101 kb
File Type: pdf
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3Q19 Letter
File Size: 1217 kb
File Type: pdf
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4Q19 Letter
File Size: 804 kb
File Type: pdf
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2018 Letters
4Q18 Letter
File Size: 1403 kb
File Type: pdf
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3Q18 Letter
File Size: 1952 kb
File Type: pdf
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2Q18 Letter
File Size: 1010 kb
File Type: pdf
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1Q18 Letter
File Size: 931 kb
File Type: pdf
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2017 Letters  
4Q17 Letter
File Size: 1583 kb
File Type: pdf
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3Q17 Letter
File Size: 1145 kb
File Type: pdf
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2Q17 Letter
File Size: 730 kb
File Type: pdf
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1Q17 Letter
File Size: 1133 kb
File Type: pdf
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2016 Letters  
4Q16 Letter
File Size: 1946 kb
File Type: pdf
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3Q16 Letter
File Size: 591 kb
File Type: pdf
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2Q16 Letter
File Size: 706 kb
File Type: pdf
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1Q16 Letter
File Size: 998 kb
File Type: pdf
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​2015 Letters  
4Q15 Letter
File Size: 1300 kb
File Type: pdf
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3Q15 Letter
File Size: 1238 kb
File Type: pdf
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This website is a publication of Long Lake Capital Management, LLC "LLCM". The firm is registered as an investment adviser with the state of Michigan and only conducts business in states where it is properly registered, or is excluded or exempted from registration requirements. State of Michigan registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability.

Investing involves risks, including possible loss of principal. Short sales theoretically involve unlimited loss potential since the market price of securities sold short may continuously increase. Investors should carefully consider their investment objectives, risks, charges and expenses before investing. The company's Form ADV, which contains more complete information about these, and other matters, should be read carefully before investing. To obtain the Form ADV, please call 248-712-6160 or visit http://www.adviserinfo.sec.gov/. 


Twitter Disclosure
​
The information we post on Twitter represents current opinions and is subject to change without notice. Posts are provided for informational purposes only and should not be considered investment advice or a recommendation to invest in any particular security, strategy or investment product. Comments and opinions posted by our Twitter followers are the responsibility of the person, or entity, who posted them. LLCM does not adopt, endorse or guarantee the accuracy of content posted by others, and such content does not necessarily represent the views of LLCM or its management. We reserve the right to remove any post at any time and to block followers to the extent permitted by the website. All tweets are archived.
Copyright 2020, Long Lake Capital Management, LLC
  • Home
  • Why LLCM?
  • Management
  • Update Letters
  • Approach
  • Contact & Employment