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.
FPA Special Commentary – Risk Is Where You’re Not Looking
JANA Partners To Focus Exclusively On Activism
Arquitos Capital Management 4Q18 Commentary: Structured for Permanence
Black Bear Value Fund Q4 And FY18 Update
12 Best Investment Books Recommended By Larry Swedroe
Full Interview With Michael Melby Of Gate City Capital On Finding Alpha In MicroCap Value Stocks
Rowan Street Capital 3Q18 Letter Up 26% YTD, What Worked And Why?
Vltava Fund 4Q18 Letter: Going Short
FPA Crescent Fund 4Q18 Commentary – Financials, Communication services, and information technology 43% of the portfolio
Interview Elizabeth Lilly, Founder Of Crocus Hill Partners On Deep Diving Into Micro-Cap Value Stocks And Her Work As An Analyst Waren Buffett
Steven Romick Commentary: Risk Is Where You’re Not Looking
Value Briefs
New Long Micro-Cap Deep Value Positions
Left Brain Capital Appreciation Master Fund November 2018 Report
ValueTalks: Full Audio Interview And Transcript With Famed Shortseller Sahm Adrangi, Founder Of Kerrisdale Capital
Hedge Fund With Many Multi-baggers Sees 283% Upside For This Micro Cap With Tons Of NOLs
McIntyre Partnerships November Stat Sheet
Hedge Fund Down 2.4% As Of November 2018 YTD As Volatility Bites
Compensation soars for hedge fund managers and other Fund news for December

