Articles
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.
Articles
Hidden Value Stocks Q4 2017 Small-Cap Roundup
Two Micro-Cap Value Plays
Avenir Capital Q4 Letter
Moreus Q4 letter to investors
Q4/FY Updates And Some January Stats
Hayden Capital – Quarterly Letter (2017 Q4)
Blue Tower Q4 2017 Investor Letter
Greenhaven Road Capital Q4 & FY 2017 Letter
Stanphyl Capital Management on Aviat Networks and Echelon Corp.
Q4 – 17 Hazelton Capital Partners’ Letter
Alluvial Fund, LP – December Update and Fourth Quarter Letter
Dane Capital Full-Year Letter To Investors
Boyles Fund: Q4 2017 Letter to Partners — Position Updates
GrizzlyRock Value Partners, LP 2017 Annual Investor Letter
2 Picks For 2018 From Logos LP
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