AbsoluteReturnPartners
Wondering what the smart money is up to? These hedge fund investor letters will point you in the right direction. We’ve got investor letters from leading and emerging managers around the globe, so you’ll always be up to date on what the smart money is doing. Some of the top hedge managers whose investor letters we cover include big name funds such as Dan Loeb, David Einhorn, “The Big Short” Greg Lippmann, Jeffrey Ubben’s ValueAct Capital, Marc Azer’s Two Sigma; as well as top emerging managers such as Alluvial Fund, Grey Owl Capital, Arquitos Capital, L1 Capital, Khrom Capital, Black Bear Value Fund, Kernow Asset Management, Gator Capital.
NOTE: We are not affiliated with nor do we endorse any funds listed. Stay on top of the latest in hedge fund commentary below. If you would like to see your fund covered please email us at info(@)hedgefundalpha.com. All inquires are confidential. We do not charge any money to cover funds nor do we accept compensation to be listed. We only cover those funds who we think are interesting or enhance the data (although we do not endorse any fund or investing they do). All emails are confidential and your investors will not know you sent us your letter. While we prefer prominent fund managers and top emerging fund managers we will accept other genres. However, your vehicle must be legally registered with FINRA (and if applicable the SEC) or your local equivalent (like the FCA in the UK_ to be considered. Also see our hedge fund database tool here.
Absolute Return Partners October 2024: Lessons From Two Weeks in California
Absolute Return Partners September 2024: Why it is a bad idea to raise tariffs
Absolute Return May 2024 Letter: Is ESG Good or Bad?
Absolute Return Partners: The Big Questions as We Begin a New Year
Absolute Return Partners December 2023: Boarding the R-Train?
Q1 2017 Absolute Return Letter – A Note on Inflation: Is It Here or Isn’t It?
Absolute Return Partners February 2023: Is the Bubble About to Burst?
Absolute Return Partners November 2022: Deforestation of Magic Money Trees
Absolute Return Partners October 2022: The Rise of Wealth-to-GDP… And the Long Road to Normalisation
Absolute Return Partners September 2022: The House of Cards
The Absolute Return October 2021 Commentary: Why Much Wealth Must Be Confiscated
Absolute Return Partners September 2021: The Healthcare (R)evolution
Absolute Return Partners: A Future Embedded in the Present
Absolute Return Partners: How To Invest In A Low Growth World (Part 1 Of 2)
Absolute Return Partners July 2019 Letter: Energy Misconceptions
The Absolute Return May 2019 Letter: Addicted To Oil?
Absolute Return Partners January 2019 Letter: Another Zimbabwe In the Offing?
Value Briefs
The Absolute Return Letter October 2018: The Productivity Conundrum
Value Briefs

