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.
Bonhoeffer Capital Management 4Q18 Commentary
Global Allocation Fund January 2019 Commentary “now Central Banks are achieving the task, but we cannot help to see that the way travel from Central Banks to car dealers keeps been a little too long…”
Horos Asset Management 3Q18 Commentary: Value Stocks In Spain
Keith Rosenbloom Short Michael’s Stores (MIK) – 2018 Kase Learning Shorting Conference
Grey Owl Capital Management 4Q18 Commentary
Ashva Capital 2018 Year End Letter: Are We In A Bear Market?
Choice Equities Fund 4Q18 Commentary Up 12% On Micro-Cap Long Ideas
Black Bear Value Partners 4Q18 Letter Up In 2018 As Both Shorts And Longs Outperform
Ray Dalio: Populism + Weakening Economy + Limited Central Bank Power To Ease + Elections = Risky Markets And Risky Economies
Mittleman Investment Management 4Q18 Commentary: Rough Year As Clear Media Leads Gains
Askeladden Capital 4Q18 Letter: A Better Life
Alluvial Capital Management 4Q18 Commentary
Starvine Capital 2H18 Investment Commentary
Left Brain Capital Appreciation Master Fund December 2018 Update
Kerrisdale Short Qualcomm: Ignoring The Legal Risk Is Patently Ridiculous
Greenlight To Reopen Fund To Investors [Full Q4 Letter]
Farnam Street January 2019 Letter: My Charlie Story
Old West Investment Management 4Q18 Commentary “Our Time Has Come”

