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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Value Briefs
IMPORTANT ANNOUNCEMENT FOR THOSE STILL WAITING – 8/1
Kenneth C. Griffin Speech From The 2018 Delivering Alpha Conference
Mary Callahan Erdoes Full Pitch From The 2018 Delivering Alpha Conference
Value Briefs
Dalio: No (Shooting) War With China (Yet)
Crescat Has Big Gain From Yuan Devaluation
MS Investment Leadership Conference FULL NOTES – Lansdowne, Marcato, TPG, Luxor,Third Point, Mangrove, Poinstate, HG Vora And More
Microcap we profiled last month purchased at 100%+ Premium
NYSSA Ben Graham Annual Conference In-Depth Notes: Murray Stahl,Thomas A. Russo, Jason Karp, Christopher C. Davis, Jim Grant
2018 Q1 Hedge Fund Resource – Horseman, CFA, Sohn, Ivey, Dane, Arquitos, Denali, Shortselling, ValueAct, Druck, Ackman, Loeb, Singer, Top Emerging Managers And More
Two Micro Cap Deep Value Plays With Lots Of NOLs
25th Anniversary of Financial Shenanigans with Howard Schilit
Frederick “Shad” Rowe On His Evolution From A Short Seller To Long Only | Talks @Google
Enrique Abeyta’s presentation – Short Anheuser Busch Inbev
The Art Of Short-selling Conference – Notes, 13 Slides 8 Videos – 26k words
Jillian McIntyre’s presentation on Short Intelsat Thesis
test
2018 Value Investing Panel
Ackman Q1: Fraidin And Herbalife Out, Fannie Still In

