Hidden Value Stocks
Welcome to Hidden Value Stocks, Hedge Fund Alpha’s quarterly newsletter. Every quarter, we publish analysis on two stock picks from two top managers. The full newsletter is for subscribers only, but here you’ll find excerpts from each quarter’s issue, along with updates on ideas featured in previous issues of Hidden Value Stocks. In addition to two stock picks, we’ll also introduce you to the featured managers, providing an in-depth interview about their strategy, how that strategy has changed over the years, their background, how they got into asset management, and more. Subscribe to our Hidden Value Stocks newsletter for the complete deep dive on quarterly stock picks from leading managers.
Alluvial Fund Partnership Update and Letter to Partners, June 2020
Maran Capital Management – 2Q 2020 Letter
Old West – Q2 2020 Investor Letter
Choice Equities Q2 2020 Investor Letter
Left Brain Capital Appreciation Fund- June Performance +9% YTD
Bonhoeffer: June 2020 Performance Update
Quarterly Issue

