HFA Staff
Commentaries
Alluvial Fund July 2025 Commentary
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Tactile Fund Q2 2025 Commentary
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Lee Ainslie On How Maverick Has Generated Uncorrelated Alpha In Shorts For 30+ Years
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Smoak Capital Q2 2025 Commentary
Spruce Point Issues “Strong Sell” Research Opinion On iRhythm Technologies
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Luxembourg Targets Carried Interest Tax Cuts To Attract Fund Managers
Commentaries
Gator Beating Market Again YTD: Long WEX [Q2 Letter]
Commentaries
Howard Marks August 2025 Memo: The Calculus of Value
Exclusive Insights
Mittleman Gains On Buys From April Lows
Hedge Fund News
Hardship Relief Signals: An Overlooked Indicator for Hedge Fund Credit Models
Articles
Revisiting Apis Capital’s Investment Theses
2025 Robin Hood Investors Conference – Full PDF Report
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Black Bear Value Partners: Gains On Warrior Met Coal & Tidewater
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Praetorian Capital Q2 2025 Commentary
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WHG Global Long Bias Fund July 2025 Commentary
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RPD Opportunity Fund Posts +4.88% Net Return In July 2025
Commentaries
Kernow July 2025 Letter: This UK Firm Just Became The Second Biggest Player In A Hot Industry
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GDS Investments August 2025 Commentary
