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Investor Letters
Wondering what the smart money is up to? These hedge fund investor letters will point you in the right direction. We’ve got investor letters from leading and emerging managers around the globe, so you’ll always be up to date on what the smart money is doing.
Some of the top hedge managers whose investor letters we cover include big name funds such as Dan Loeb, David Einhorn, “The Big Short” Greg Lippmann, Jeffrey Ubben’s ValueAct Capital, Marc Azer’s Two Sigma; as well as top emerging managers such as Alluvial Fund, Grey Owl Capital, Arquitos Capital, L1 Capital, Khrom Capital, Black Bear Value Fund, Kernow Asset Management, Gator Capital.
NOTE: We are not affiliated with nor do we endorse any funds listed.
Stay on top of the latest in hedge fund commentary below.
If you would like to see your fund covered please email us at info(@)hedgefundalpha.com. All inquires are confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). All emails are confidential and your investors will not know you sent us your letter.
While we prefer prominent fund managers and top emerging fund managers we will accept other genres. However, your vehicle must be legally registered with FINRA (and if applicable the SEC) or your local equivalent (like the FCA in the UK to be considered.
Also see our hedge fund database tool here.
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Commentaries
Tourlite Fund Q4 2025 Commentary
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GDS February Letter: Long Zoetis; AI Capital Spending cycle Explained Max Who Will Win
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McIntyre Partnerships Up 17% CAGR ITD; Pitches Long Sotera Health [2025 Letter]
Commentaries
Tweedy Browne Funds Q4 2025 Commentary
Commentaries
Alaamry Global Capital Annual Shareholder Letter 2025
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Despite Losses In Virtus And Paypal Shorts, Gator Capital Up 32% In 2025, 22% CAGR ITD – Details TFS Thesis
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This New Short Thesis For American Eagle Outfitters Revolves Around ‘Social Obsolescence’
Commentaries
Black Bear Is Short “AI Wanna-Be’s”, BNPL, Private Credit And Legacy Data Centers: 2025 Letter
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Dan Loeb’s Third Point Targets CoStar; Sells Out Of Kenvue, Microsoft, And Other Positions [Exclusive]
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Silver’s Parabolic Move Sent this Commodities Hedge Fund Up 151 Percent in 2025
Commentaries
Dan Loeb Goes Long SK Square, Quebecor And Somnigroup Q4 2025 As He Warns AI Is Changing Moat Perceptions: Investor Letter
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RPD Opportunity Fund Has Rough January As Long Software Clouded By Claude Fears
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GA Courtenay Fund Starts 2026 with 4.0% Gain After Moderate 2025 Returns; Favorite Stocks Include Kraken Robotics & EchoStar
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WHG Global Up 15% In January: Gains On AI Longs And AI Short; EM Bets And Previous Metals
Commentaries
Praetorian Capital Q4 2025 Commentary
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Kernow Up 7% In January 2026; Opens New Short As “Frog Boiling Accounting Discovered”
Commentaries
Atherean Value Fund Q4 2025 Commentary
Commentaries
Miller Howard Investments Q4 2025 Commentary: Is There Growth in Your Value?
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