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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
RPD Fortress Fund Up +1.47% Net in May; Tightens Liquidity Terms for New Investors Starting September
Commentaries
ASB Partners Q1 2025 Commentary
Commentaries
TMR Capital April 2025 Performance Update & Nasdaq co. Acquisition
Commentaries
Black Bear Value Fund May 2025 Update
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Third Point Dumped New Position AT&T, Trimmed Fortive in May [EXCLUSIVE]
Commentaries
Kernow Asset Management Up 8.3% in May 2025
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DG Value Partners Puts Up Strong May Numbers, Led by This Misunderstood Insurer
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ValueAct Capital Slashed Its Stakes in Core Positions Toast, Roblox in Q1
Commentaries
RPD Opportunity Fund Posts +8.60% Net Return in May 2025
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John Armitage’s Egerton Buys CME; Starts New Position In Large Korean Defense Firm [Q1 Letter]
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Select Equity Group Down 9.3% YTD Amid Defensive Shift And Tariff Volatility
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Tom Russo Not Worried about Berkshire After Buffett’s Exit, And Why Nestle is like Pagoda [Q1 Letter]
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Systematica’s Blue Trend Fund Hit by April Storm Down 17.3% YTD; JGB Short Bet Backfires
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Tom Russo’s Semper Vic Continues to Outperform, Warns About FOMO Amid AI Gold Rush [Q1 Letter]
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Lansdowne Partners Is Bullish On Compass holding
Commentaries
Alluvial Fund April 2025 Performance Update
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Zeno Equity Partners: What Sets Amazon Apart from Microsoft, Alphabet, Meta and Other Mega-Cap Tech
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Weathering the Storm: Svelland Capital’s Strategic Outlook on Energy and Tankers in 2025 [In-Depth]
Commentaries

