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.
Hedge Fund Crowding Reaches High Levels Amid AI Frenzy
Paul Singer: AI Driven Markets Looking Like 1999 Tech Bubble
Elliott Investment Management Q1 2024 Letter: The Fed Can’t Stop Another Crash; Beware Of CLOs
Hayden Capital – Quarterly Letter (2024 Q1): Up 13% YTD
Top Nordic Hedge Fund Likes These Commodities
S&P Analysis: How top VCs are placing their growing AI bets
David Mitchinson: This Cheap Japanese Out-sourcing Company Can Go Up Considerably With Some Improvement In Governance
Sohn Hong Kong 2024: Toby Rodes – Why This $500 Million Japanese Company Thrives in a Duopoly Market
Daniel Rupp of Parkway Capital: Buy This Great Chinese Large Cap In The German Market At A 60% Discount
Chao Wang Of ForwardEdge Investments Likes This Asian Online Recruitment Company
Michael Zhang Of Peach Creek Capital: This Mid-Cap Stock With 80% Market share Is Nearly Immune To Competition And Has 100X Upside
Jeanne Lim At Sohn Hong Kong: Interactive Agentic AI Is Coming And It Will Change everything
Sohn Hong Kong 2024: Darren Kang Of Life Asset Management: This Ultra-Cheap Korean Company Could Easily Double
Sohn Hong Kong 2024: Chris Wang Of Cloudalpha On How To Profit Off The Massive AI Boom
Sohn Hong Kong 2024: Taro Hirano Of Japan Catalyst Inc On Investing In Japan And One Stock Idea
Lloyd Moffatt’s Short Idea At Sohn HK: How To Lose Money In Australian Real Estate
Seth H. Fischer: This Scandal Ridden Japanese Mid-Cap Has A Lot Of Upside
Select Equity Group Q1 Letter: This Infrastructure Stock Tripled Over The Past Year, And It Could Rise Further [Exclusive]

