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.
Quarterly Issue
Private Equity Style Investing In Small Caps With Verdad Capital
Coho Capital 4Q18 Commentary – A Cable Cowboy for The Streaming Age
Interview with George Muzea Advisor To Stanley Druckenmiller And Insider Trading Expert
Quantitative Investing With Verdad Capital’s Dan Rasmussen, Nick Schmitz And Brian Chingono Talk Private Equity Style Investing In Small Caps [Full Podcast And transcript
McIntyre Partnerships 4Q18 Commentary: Long Small Cap Financials
SAGA Partners 4Q18 Commentary: Long This Canadian Midcap
Left Brain Capital Appreciation Master Fund January 2019 Update Up 26% In January
Alluvial Fund January 2019 Partnership Update
Pershing Square 2018 Annual Presentation “Creating Value Through Activism”
Avenir Global Fund 4Q18 Commentary: Hong Kong Firm With Prior Audit Trouble Is Big Winner
Black Bear Value Fund January 2019 Update
Global Quality Edge Fund: Business Cycle View And Tail Risk Strategy
Rowan Street Capital 4Q18 Commentary
FPA Crescent Fund 4Q18 Letter
Global Return Asset Management January 2019 Update
DoubleLine Colony Real Estate And Income Fund Launch
Bruce Berkowitz’s Fairholme Fund 4Q18 Commentary
Horos Asset Management 4Q18 Commentary: The importance of learning from mistakes

