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.
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Carlson Seeks Value In Japan As Hedge Fund Struggles In 2019; Looks To Hire In US & Abroad
Blue Mountain hit on distressed and special situations
Howard Marks: Q3 2019 Top 10 Holdings
Estimating Future Stock Returns, September 2019 Update
This debt fund highlighted the gap between the “haves” and “have-nots”
Q3 2019 Hedge Fund Letters, Conferences: RobinHood, Sohn, Einhorn, LonePine, Canyon, Dan Loeb, GreenHaven, Maverick, Moore And Much More [Last Updated 12/18 22:12]
Global Return Asset Up 40% YTD On -54% Net Exposure: This American Icon Had Success Hiring Rejects 50 Years Ago
Black Bear Value Fund November 2019 Update
ADW Capital: Up 7.4% YTD, Concentrated Bet On this small cap
Alluvial Details new “interesting [micro-cap] holding” in construction industry
This hedge fund is winning by focusing on lesser-known EM names
Alkeon Growth Partners: Tech Sector Could Become 50% of S&P 500
Partners Group Private Equity: Looking For “Transformative Trends” And ” Valuation Resilience”
Absolute Return Partners: A Future Embedded in the Present
Global Quality Edge Fund 3Q19 Commentary: Detailed Case Study Of ERP Provider
InvestingNook: Singapore Construction Industry + Tiong Woon & BRC Asia
Hedge fund roundup: Here are some of the theses covered in recent letters
This software-focused fund had a strong second quarter thanks to its bullish outlook and is looking to hire

