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.
This Top Performing Hedge Fund Thinks Tech Stocks Are Undervalued And DEFENSIVE
Moon Capital Enjoyed A Strong First Quarter As EM Stocks Soared
Avenir Global Fund March 2019 Commentary
RGA Investment Advisor 1Q19 Commentary: Thesis On Grubhub
Boyar Value Group 1Q19 Commentary: A Look Back
Tweedy Browne Co LLC – Top 10 Holdings
Einhorn’s Comeback Continues: Greenlight Up 18.7% Net YTD
Blue Mountain Struggles With PG&E Losses
Global Allocation Fund April 2019 Commentary: Danger Amid Seldom Seen Bull Market
McIntyre Partnerships April 2019 Tear Sheet Up 23% YTD
Deer Park Road Warns Central Bank Risks Means Time To Hedge Credit
This Healthcare Fund Rode High On Enanta Pharmaceuticals In Q1
Farman Street 1Q19 Commentary: Fairfax Africa Holdings Corp (FFXXF)
Carlson Capital Warns “Federal policy is Creating “An Environment In Which Everyone Wins” Poses Grave Danger To Markets
Mohnish Pabrai’s Pabrai Funds Gain 5.4% in Q1
Long/ Short Equity Dominated Q1 For This Fund Of Funds
Chuck Akre’s Hedge Fund Vehicle Is Up 16% In Q1 On Option Bets
This Hedge Fund Giant Predicts Slow End To Fannie’s, Freddie’s Conservatorships

