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.
Jason Trennert – Strategas: Private equity is going to be a huge problem – Grant’s 2018 Interest Rate Observer
AT&T Has Just Slightly Less Debt Than Portugal! And Other Telecoms Are Not In Much Better Shape! Grant’s Conference MoffettNathanson Pitches Short $T Debt
Stan Druckenmiller At Grant’s – Its All About Liquidity, And Liquidity Is Going Down!
Grant’s Conference Francine McKenna On How To Detect Accounting Gimmicks At Companies Such As MoviePass Or… Berkshire Hathaway
Conference Season Schedule Of Coverage: Sohn, Grant’s, Robinhood, And More
Greenlight Q3 Letter To Investors: Tough Quarter, Sold Apple
Value Briefs
Hidden Value Stocks September 2018 Issue
Farnam Street October 2018 Letter: The Arrogance Of Investing, Mr Market Revisited, Today’s Dangerous Valuations And Twenty seconds!
Highfields Capital Shutting Its Doors [Letter]
Hedge Fund With Many Multi-baggers Sees 230% Upside For This Micro Cap With Tons Of NOLs
Global Quality Edge Fund 2Q18 Commentary – 9 Recent Cases Of Aggressive accounting
Brief Notes From The First Eagle Investment Media Breakfast
Black Bear Value Fund August Commentary – Gains On Credit Shorts
Deep Value Micro Cap With Lots Of NOLs And 150% Upside
Li Lu With Charlie Munger – Interview With Subtitles
Wharton School Published on Aug 15, 2018 – Marks Investor Series featuring Howard Marks, W’67, Co-Chairman, Oaktree Capital
Hayden Capital 2Q18 Commentary
Delivering Alpha 2018 Speech IN-DEPTH COVERAGE

