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.
Arquitos Capital: Q1 2020 Investor Letter
Q1 2020 Old West Investor Letter
Logos LP 1Q20 Commentary: Down 1.6% Vs TSX Of -13.7% Return
Hayden Capital 1Q20 commentary: Up 4% Through March
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

