Jacob Wolinsky
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.
Rowan Street 1Q20 commentary & Covid-19 sell-off: What Would You Do If The Stock Market Shut Down For The Next 5 Years?
Black Bear Value Partners 1Q20 Commentary
New Special Edition Resource Page: How Hedge Funds Like Bridgewater, Baupost, Maverick And Many Others Are Navigating Unprecedented Coronavirus Induced Volatility [LAST UPDATED 3/31/20 2:44 EST]
Value Briefs
Major Changes Ahead for the eSports Industry Has All Odds in Its Favor
Cove Street Capital: Why Investors Should Never Overlook Proxy Filings [In-depth]
Crescat Capital: Passive Investing Bubble And The ETF Industry
Tim Pagliara Expert On The GSE Debate Talks Fannie Mae Reform
The Finance Curse With Nicholas Shaxson
GrafTech International: Why This Pabrai Favorite With A Strong Moat Could Be A Great Buy Now [In-Depth]
Crescat Capital: Global Macro Themes And Value Driven Models
Crescat Capital: China Is Running A Banking Ponzi Scheme
Qualivian Investment Partners Up 40% In 2019; Concentrated Investing: Slugging Percentage versus Batting Average [Q4 Letter]
Now is the time to think like a business owner, not a trader: JDP
Great businesses with strong balance sheets are on sale: Greenhaven
Trade Of The Century With Crescat’s Kevin Smith And Tavi Costa [In-DEPTH]
Net sales of UCITS and AIFs nearly double in January 2020
No Millennium, Bridgewater And Citadel Are NOT About To Blow Up
Global Allocation Volatility Update: Gains From Bearish Bets As Covid 19 Causes Market Collapse

