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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
GDS Investments November 2025 Commentary
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Black Bear Value Fund October 2025 Update
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Precious Metals Drive This Hedge Fund’s YTD To 30%; 28% CAGR ITD
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Cooper Creek Presents Short Thesis for This Troubled Home Builder With Alleged “Accounting Shenanigans”
Commentaries
Giverny Capital Q3 2025 Commentary
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Warren Buffett’s Goodbye Letter- Going Quiet And Reflecting On Life
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‘The Big Short’ Greg Lippmann Warns of Potential Impending Doom Despite Goldilocks Consensus [Q3 Letter]
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DG Capital Goes Long This Brazilian And American Company; Sells These Two Healthcare Stocks [Q3 Letter]
Commentaries
Tweedy Browne Insider + Value ETF Q3 2025 Commentary
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Atherean Value Fund Q3 2025 Commentary
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This Ancient Hedge Fund Is Up 54% YTD With Gains On Gold And Silver Bets
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Odey Cub Courtenay Special Situations Fund Bets On This Elon Musk Play
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Dan Loeb Dumps Flutter, Jacobs Solutions, And Radiate (Credit); Reduces HD, TSMC, & Talen [Exclusive]
Commentaries
Howard Marks November 2025 Memo: Cockroaches In The Coal Mine
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RPD Opportunity Fund Up 43% YTD From Gains On Top Holding Put Writing On This Project Management Firm
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Kernow Details Short In This UK Small-Cap Bank Amid Soaring Scandal Losses [October Letter]
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Synergos L/S Fund Up 152% In Past Year, 45% CAGR ITD; Discloses New Short Bet
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Walleye Opportunities Fund Gains in October, Led by Quant Strategies
Commentaries

