Rupert Hargreaves
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.
Buffett On Pharma Investing, Raising Capital and Finding Mispriced Securities
Why Risk Analysis Is Becoming More Important For Active Managers
Mohnish Pabrai’s Indian Investments Hold Back Portfolio In Q2 [Scoop]
Aswath Damodaran: Valuing A Commodity Business
Charles de Vaulx of IVA: Why US Investors Need To Look At Global Stocks
Crispin Odey: Central Banks Are Stockpiling Gold To Break The Dollar’s Dominance
Aswath Damodaran: How To Calculate Company Cash Flows
Joel Greenblatt: Stick To Your Value Process And The Market Will Reward You
Verdad Capital On The Great Private Equity Rip-Off
Learning From Warren Buffett And Charlie Munger’s Partnership
DG Value Concentrated Up 13.7% YTD, 23.6% Annualized
Odey Likes Gold As He Warns Trump WIll Not Back Down From China Conflict Amid “A Crusade That Unites Washington”
Hedge Funds Gain In H1 2019, But Liquidations Mount
Aswath Damodaran: How To Value Distressed Firms
Third Point Gains 13.1% Net As Loeb Profits From Activist Bets
How To Think Like Charlie Munger
Warren Buffett: Investors Need To Understand The “Mathematical Relationship”
Aswath Damodaran: The Seven Sins Of Mergers And Acquisitions

