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.
Rowan Street 1Q20 commentary & Covid-19 sell-off: What Would You Do If The Stock Market Shut Down For The Next 5 Years?
Quarterly Issue
Hidden Value Stocks Q1 2020 Issue
Bonhoeffer: February 2020 Performance Update
Alluvial Fund, LP – February Update
Olesen Value Fund -8.5% in Feb; bought some bargains amidst the panic
Left Brain Capital Appreciation Fund – January 2020 Performance Results
Saga Partners’ 4Q19 Tear Sheet and Investor Letter
Bonhoeffer: Q4 2019 Investor Letter
McIntyre Partnerships Q4 2019 Letter
Choice Equities 4Q 2019 Investor Letter
Logos LP 4Q19 Commentary: Investing In The Age Of Intangibles
Alluvial Fund, LP Fourth Quarter Letter
Old West Investment Management, LLC – January 2020 Investor Letter
Livermore Partners Q4 Partners Report +43.5% in Q4 and +137.52% YTD net
Olesen Value Fund +4.3% net in Dec; 2019 review & outlook
Quarterly Issue

