Commentaries
Umair Tariq
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.
Commentaries
Markets & Macro
Scott Bessent on U.S. Economic Policy: Strong Dollar, China Trade, and Crypto Leadership
Largest Weekly Outflow Since June 11, 2008 – Led by Money Market Funds (-$97.5 Billion)
Bill Ackman: New SPARC Structure, Potential Deal With Elon Musk’s X
Estimating Future Stock Returns, March 2023 Update
Argosy Investors 1Q23 Letter to Investors
Joel Greenblatt: Your Stock Will Go Down After You Buy It
Two-Thirds Of Hedge Funds Reported Positive Returns In April
Value Briefs
33% Returns With Hidden Value Stocks: Long Thesis For Sylvamo
Would Munger Have Done Equally Well In LA Real Estate?
Gold & Inflation: Why Are Gold Prices Not Rising with Mounting Inflation?
There Was No Housing Bubble in 2008 and There Isn’t One Now
30 Best Quotes from Warren Buffett
Single Family Home Real Estate with NRHC’s David Howard
The Calendar Portfolio
Worm Capital 1Q21 Commentary
The Feel Good Portfolio with Intrepid Capital’s Mark Travis
Mott Capital Management 4Q20 Commentary
On Fractional Shares

