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
Quarterly Issue
Hidden Value Stocks Q3 2025 Issue: Will Nasgovitz of Heartland Advisors
Other Conferences
“Growth Alone Won’t Save You” Warns Chris Hohn
Landbridge: A Related Party Dance, with a Circular Shuffle – Gotham City Research
Commentaries
Arquitos Capital Management Q2 2025 Commentary
Commentaries
Starvine Capital Q2 2025 Commentary
Commentaries
Auscap Asset Management June 2025 Commentary
Fintech/AI
How Financial Research Is Evolving: From Google to Generative AI
Commentaries
Marram Investment Management Q2 2025 Commentary
Markets & Macro
Scott Bessent “Newspapers Are Not Used To A High-Functioning Executive President”
Markets & Macro
Private Credit Fundraising Up 50% YOY
Hedge Fund News
“Hedge Funds Didn’t Hedge Us” UC Regents Deliver Fatal Blow In Investment Overhaul
Jehoshaphat Research is Short Enovis Corp
Hedge Fund News
Hedge Funds Gain Momentum in Q2 2025
Markets & Macro
Top Institutional Investment Consultants
Markets & Macro
LSEG Retail/Restaurant Index: From Growth Streak to Earnings Contraction in Q2 2025
Markets & Macro
Larry Fink: Infrastructure At The Beginning Of Golden Age
Commentaries
Peterson Investment Fund I Q2 2025 Commentary
Markets & Macro
BoDs: A Tale of Two Surveys
Commentaries

