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, LP – June Update and Second Quarter Letter
Choice Equities Capital Q2 Investor Letter
Bonhoeffer: Q2 2019 Investor Letter
Maran Capital Management – 2Q 2019 Letter
Livermore Partners Q2 Partners Report +40.4% in Q2 and +78.46% YTD net
Old West Q2 2019 Investor Letter
Arquitos Capital: Q2 2019 Investor Letter
Quarterly Issue

