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
Sohn San Francisco
2025 Sohn San Francisco: Top Ideas From SoMA, Valiant, Kingsford, Park West And Many Others
Sohn San Francisco
2025 Sohn San Francisco: How Allocators Are Using AI In Their Investment Process
Sohn San Francisco
2025 Sohn San Francisco: Asia Alternatives & BlackRock’s Systemic Active Equities On The Unique Opportunities In Asia
Sohn San Francisco
2025 Sohn San Francisco: Cal vs. Stanford – Avian Flu Winner Vs Project Management Firm Wins With AI
Sohn San Francisco
2025 Sohn San Francisco: Floating Capital – Digitizing Mortgages Makes This Company A Potential Multi-bagger
Sohn San Francisco
2025 Sohn San Francisco: Gavilan’s Chang – This Founder-Led E-Commerce Has “Insurmountable Lead” And Could 3x
Sohn San Francisco
2025 Sohn San Francisco: Park West Bets Flow Dislocation Drives Opportunity In This Gaming Supply Equity
Sohn San Francisco
2025 Sohn San Francisco: Freestone Grove’s Paidipaty Likes This AI Play As One Of The Only “Undiscovered Stories” Left
Sohn San Francisco
2025 Sohn San Francisco: ECP Sees Asymmetric Value in California Carbon Market
Sohn San Francisco
2025 Sohn San Francisco: Valiant’s Chris Hansen – This EPC Specialist Should Double Amid Growing Power Demands
Sohn San Francisco
2025 Sohn San Francisco: Aequim’s Franklin Parlamis Pitches Bitcoin Long/Short Arbitrage Idea
Sohn San Francisco
2025 Sohn San Francisco: Philosophy Capital – This Real Estate Broker Has Low Downside And Could Quadruple
Sohn San Francisco
2025 Sohn San Francisco: Kingsford Capital’s Mike Wilkins – The Delisting Crisis: A Case Study
Sohn San Francisco
2025 Sohn San Francisco: SoMa Equity’s Dennis Allaire – This EV Maker Could 6x From Here
Commentaries
Buckley Capital Q3 2025 Commentary
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Praetorian Capital Q3 2025 Commentary
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