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.
Noster Capital Letter To Teekay Offshore Shareholders
GreenWood Investors 1Q19 Letter: Building Gamma
JDP Capital Letter To Teekay Offshore Special Committee
Kyle Bass: SEA Economies, Mexico As A Proxy For China
Hedge Fund Alpha Interview With Kyle Bass: Chinese Economic Crash And Shadow Banking
Global Return May 2019 Update: Market’s Volatility
Logos LP’s Peter Mantas And Matthew Castel: Fishing Ponds And Finding Compounders
Kyle Bass: The Macro Picture Of China And Shorting Opportunities
2019 SALT Conference: Opportunistic Alpha Generation In Volatile Markets
Pershing Square Holdings 1Q19 Letter: Bill Ackman’s Comeback
2019 SALT Conference: Michael Milken On How Access To Capital Drives Rapid Innovation
2019 SALT Conference: Angelo Gordon On Capitalizing On Credit Opportunities
Global Return Asset Management April 2019 Results
2019 SALT Conference: Sam Zell, Rothschild, Man Group, Canyon Capital And Much More
Tollymore Investment Partners May 2019 Letter- The six deadly sins of institutional money management
2019 SALT Conference: BlackRock On The Direct Lending Boom
2019 SALT Conference: VC investing
Hayden Capital 1Q19 Commentary – Finding Value in The Enchanted Forest

