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.
Markets & Macro
Active ETFs Gain Ground in Europe Amid Shift from Traditional Funds
Markets & Macro
European ETPs Saw Greater Share Of Flows Than U.S. ETPs In Q1
Bretton Fund Q1 2025 Commentary
Fintech/AI
These Are The Top 6 Questions Institutional Investors Are Asking AI, Survey Finds
Third Avenue Value Fund Q1 2025 Commentary
Markets & Macro
Saudi Arabia’s Asset Management Boom Fueled by Vision 2030
Auscap Asset Management April 2025 Commentary
Arquitos Capital Up ~30% YTD (Through April 18th): Letter
Donville Kent Asset Management Q1 2025 Commentary
David Einhorn Dumps TKWY and SYENS, Analyzes Trump’s Tariff Strategy [Greenlight Capital Q1 2025 Letter]
Saga Partners Q4 2024 Commentary
Hedge Funds Rattled by Tariffs but Find Bright Spots in Macro and Quant Strategies
Inflation: They’re Gonna Choose To Run It Hot…
Hedge Fund News
Hedge Funds Shift To The Yen As A Safe-Haven Amid U.S.-China Tariff Tensions – Commentary
Apis Flagship Fund Q1 2025 Commentary
Hedge Fund News
Crossroads Capital to Launch Offshore Investment Vehicle in May 2025
Kernow Asset Management March Letter: FTSE 100 Accounting Arbitrage
Free
Hidden Value Stocks Q2 2025: Interview with Plough Penny and Kernow
Quarterly Issue

