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.
Alluvial Fund January 2025 Performance Update
Press Releases
AIMA Responds To FCA’s Revised Name and Shame Proposals
Seminar on Value Investing and the Search for Value
Ashva Capital January 2025 Commentary
Hinde Group Q4 2024 Commentary
Pershing Square 2025 Annual Investor Presentation: Long Uber
Markets & Macro
Hotter-Than-Expected CPI Keeps Fed on Hold – ClearBridge’s Josh Jamner Reacts
McIntyre Partnerships Q4 2024 Commentary
Springtime For Small Caps – Emerald Advisers
Black Bear Value Fund January 2025 Update
Special Situations Update: Long FTAI Aviation (FTAI) – Crossroads Capital
Stanphyl Capital January 2025 Commentary
What Valuation Signals Reveal About Market Styles – Morningstar
Broyhill Asset Management Q4 2024 Commentary
Kernow Asset Management Down 0.1% In January 2025: Short Close Brothers
Markets & Macro
Paul Tudor Jones: Even With A 30% Stock Market crash, S&P Would Still Be Overvalued
Trade War Impact: Commentary from Martin Currie
Unsustainable Disequilibrium – Crescat Capital

