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.
This quarter buybacks have beaten all records, with an estimated 300 billion of buybacks, 100 billion more than last year´s record
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Benjamin Graham's Accountant
Global Return Asset Management February 2019 Update
Hedge Funds Up 0.86% In A Calm Month, Ahead Of Growth Forecast Cuts
Jeffrey Gundlach: Highway To Hell
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Value Briefs
FPA Paramount Fund 4Q18 Commentary And Webcast Slides
FPA New Income Fund 4Q18 Commentary And Webcast Slides “Risk is Where You’re Not Looking”
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Jonathan Boyar On Using Mario Gabelli’s PMV And Beyond To Fine-Tune Valuation Process
(Free) Jim Simons Speech At MIT And An Open Question To Our Audience How The Heck No One Has Figured Out How They Do It
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