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.
Pershing Square Holdings 1Q19 Letter: Bill Ackman’s Comeback
Even As These Shorts Detracted, This Aussie Fund Is Up More Than 60 Percent For 2019
Howard Marks: Top 10 Holdings Q12019
This Hedge Fund Giant Outperformed While Cutting Exposure And Risk In Q1 Amid “Dismal (And Occasionally Baffling) Valuation”
David Einhorn’s FOF Gains In 2019; FOF Lags In 2018 Despite Large Gains On Several Short Bets In Asia
Global Return Asset Management April 2019 Results
Lee Ainslie Warns: We Are Experiencing Euphoria Levels Not Seen Since Dot-Com Bubble
Tollymore Investment Partners May 2019 Letter- The six deadly sins of institutional money management
Hayden Capital 1Q19 Commentary – Finding Value in The Enchanted Forest
Lee Ainslie Is Not Feeling The Bern
Joel Greenblatt: Q42018 Top 10 Holdings
Black Bear Value Fund April 2019 Tearsheet
Choice Equities Capital Management 1Q19 Letter – On The Shortcomings Of Groupthink
Rowan Street Capital 1Q19 Letter: Best Quarter Ever; Main lesson from the past 15 months: Volatility and How to Think About It?
Vilas Capital Fund Up 17.7% In April; 65% YTD Gain [Stat Sheet]
Alluvial Fund April 2019 Performance Update [Stat Sheet]
Cascade Effects In Modern Undiversified Passive Markets
Horos Asset Management 1Q19 Letter: The Revenge Of The Irish
Value Briefs

