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
Marlton Partners April 2025 Commentary
Commentaries
RV Capital: Postcard from Around the World
The Art of Learning: Investing Through Uncertainty and Transition – KKR
Commentaries
Bonhoeffer Fund Q1 2025 Commentary
Marqeta (MQ): Dinosaur Of A Payments Processor – J Capital Research
Hedge Funds Log 4th Consecutive Month of Inflows in April
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Greenhaven Road Capital Q1 2025 Commentary
Commentaries
TMR Capital Q1 2025 Commentary
ESG Funds Under Pressure, See Record Outflows in Q1 2025
Hedge Funds Post Gains in April as Trade Tariff Turmoil Sparks $4.6B Inflows
Tariff Turmoil Tests Hedge Funds, but Macro and Quant Strategies Show Resilience
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RV Capital May 2025 Administrative Update
U.S. ETF Industry Sees $64.6B Inflows in April Despite Market Turmoil
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McIntyre Partnerships Q1 2025 Commentary
Seagate Technology Holdings: It’s HAMR Time – Kerrisdale Capital
Jehoshaphat Research: Short Main Street Capital (MAIN) Thesis
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Broyhill Equity Q1 2025 Commentary
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Gator Financial Partners Q1 2025 Commentary
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