Commentaries
HFA Staff
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.
Commentaries
Commentaries
Kernow July 2025 Letter: This UK Firm Just Became The Second Biggest Player In A Hot Industry
Commentaries
GDS Investments August 2025 Commentary
Berkshire’s Chris Davis Explains Nvidia’s Moat
Commentaries
Prochain Capital Up 20% YTD; 40% CAGR Since 2018
Commentaries
RPD Fortress Fund Up +0.70% Net In July 2025
Commentaries
Hirschmann Capital Q2 2025 Commentary
D1’s Dan Sundheim on Inspiration From Bezos, Risk Management, Shorting & Career Advice
Markets & Macro
Trade Matching Trades Rise 74% YoY – Citco
Markets & Macro
Scott Bessent: Senator Wyden Is Crushing The Market; SEC Would Investigate If He Were A Private Citizen
Commentaries
Dan Loeb Is Long Rocket Companies Adds To Casey’s General Stores [Q2 Letter]
Markets & Macro
Daily Journal Corp Responds To Allegations From Buxton Helmsley
Commentaries
The GoodHaven Fund Q2 2025 Commentary
Markets & Macro
Increased Private Market Allocations Mark A Strategic Shift in HNWIs’ Investment Approach
Commentaries
Bretton Fund Q2 2025 Commentary
Commentaries
Miller Howard Investments Q2 2025 Quarterly Report: Will Megacaps Outperform Forever?
Commentaries
Crescat Capital Up 92% YTD On Mining Wins
Buxton Helmsley’s Open Letter to Daily Journal Corporation Shareholders Regarding Recent Communications with Leadership and Identified Accounting Concerns
Articles
Hidden Value Stocks Q3 2025: Heartland Advisors’ Will Nasgovitz On His Favorite Stocks
Commentaries

