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.
McIntyre Partnerships 4Q19 Commentary; Long This Chemicals Stock
Global Return Asset Management January 2020 Commentary: Why We Like Cash
The Problems With Private Equity, Zombie Funds And More [Indepth]
Choice Equity Funds 4Q19 Commentary: New Long Thesis
Evolution of shrinking Hedge fund fees – What do investors need to know?
Alluvial Fund January 2020 Update: Bullish On This Small Cap Gambling Stock
Has Activist Investing Matured?
Mangrove Partners Down In 2019 On Its Investments In Commodities, Value Stocks
Horos Asset Management 4Q19 Letter: The importance of mental flexibility
GDS Investments January 2020 Commentary: Chasing valuations
Jim Osman: AI And Machine Learning A Threat To Investors?
Jim Osman: A Look At Catalyst Investing
Arquitos Capital Management 4Q19 Commentary
Black Bear Value Partners LP 2019 Letter: The Importance of Game Selection & Runways
Blue Tower Asset Management 4Q19 Commentary: Career Risk in Institutions and the Principal Agent Problem
What Can and Can’t be Indexed?
Farnam Street January 2020 Letter “The siren’s song of the auto-buyers is strong”
Alluvial Capital Management 4Q19 Commentary: Favorite Micro-cap stocks

