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.
RV Capital’s 2025 Annual Gathering Afterglow
Red Cat Holdings Inc (RCAT) Flying Blind – Kerrisdale Capital
Fannie Mae and Freddie Mac: The Art of the Deal – Pershing Square
The History of US Dollar Cycles – Crescat Capital
Quarterly Issue
Hidden Value Stocks Q1 2025 Issue: Lowell Capital and TMR Capital
Hindenburg Research To Cease Operations
Larry Fink: BlackRock Not Going To Be Buying Full Ownership In Many Companies
Gary Gensler On His Stepping Down As SEC Chair And Robinhood’s $45M Fine
Praetorian Capital Fund 4Q24 Commentary
Commentary On December Jobs Report – ClearBridge Investments
Andrew Left Talks Shortselling, NVIDIA, And SEC With CNBC
Goehring & Rozencwajg Q3 2024 Natural Resources Market Commentary
RV Capital’s Business Owner TGV 4Q24 Factsheet
SVN Capital Fund Q4 2024 Commentary
Howard Marks Memo: On Bubble Watch
Kernow Asset Management Up 0.8% In December 2024: Long Wise
Vltava Fund Q4 2024 Letter: Hidden Investment Treasures
Starting 2025 Financially Fit: 10 Ways To Tackle Your Finances

