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 confidential. We do not charge any money to cover funds nor do we accept compensation to be listed. We only cover those funds who we think are interesting or enhance the data (although we do not endorse any fund or investing they do). 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.
Logica Captial Advisers July 2019 Letter: Macro Micro
Arquitos Capital Management 2Q19 Commentary: Heavy Long This Microcap
Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble
Perritt Capital Management 2Q19 Commentary: Whac-A-Mole
Steve Mandel Having Strong 2019 Going Long Some Big Name Shorts
Starvine Capital Corporation 1H19 Commentary
Kerrisdale Highlights Tech Long With Strong Q2 Returns [Scoop]
Blue Tower Asset Management 2Q19 Commentary
Carlson Capital Barely Positive As Hedge Fund Warns Of Danger As Private Equity Drive Stocks To Record Levels
Mohnish Pabrai’s Indian Investments Hold Back Portfolio In Q2 [Scoop]
Euclidean 2Q19 Letter: Forecasting Uncertainty
Value Briefs
Global Return Asset Management June 2019 Commentary: Managing Risks
This Short-Biased Fund Hit First-Half Returns Out Of The Park
Daily Journal Corp (Charles Munger) – Top 10 Holdings Q2 2019
Vilas Capital 2Q19 Performance Update
Europe & EM in particular remain potential value traps
Open Square Capital 2Q19 Commentary
Lembirik Group Mid-Year Letter 2019

