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.
Old West Q1 2019 Investor Letter
Bonhoeffer: March 2019 Performance Update
Left Brain Capital reports BEST Quarter in history of the Fund!
Livermore Partners Q1 Partner Report — Up 38% In Q1
Quarterly Issue
Hidden Value Stocks Q1 2019 Issue
Logos LP: Get Out or Go All In?
McIntyre Partnerships February 2019 Tear Sheet
Left Brain Capital Appreciation Fund – February 2019 Performance
Alluvial Fund, Bonhoeffer Fund and Arquitos Capital Roundtable Transcript
Quarterly Issue

