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.
Charles Munger – Top 10 Holdings Q12019
Einhorn Q1 Letter To Investors (Full PDF): 11% Gain As Tesla Short Pays Off
10 Charts To Watch In 2019 [Q1 Update]
Millennium’s Equity Arbitrage Strategy Led The Way In March
Global Return Asset Management March 2019 Commentary: Thoughts On Cash
Livermore Up 38% In 2019 As Gains On Gold And Shorts In WTW & GS Pay Off
Black Bear Value Partners LP 1Q19 Letter “Short credit in large size”
Logos LP 1Q19 Letter – Thoughts on Church and Dwight’s Acquisition of FLAWLESS
Elm Ridge 1Q19 Letter: “Madoff Or Laid Off”
Markets Do Not Repeat, They Don’t Even Rhyme
Carlson Capital’s Black Diamond Arbitrage Still Leads The Way
Value Briefs
Breach Inlet Capital Sends Letter To Board Of Aimia Inc.
Warren Buffett – Top 10 Holdings Q42018
[FREE] HVS 1Q19 Newsletter: Interview With Gate City Capital And Breach Inlet Capital
Global Quality Edge Fund 2Q19 Commentary: Quarterly Accounting Red flag Watch Out For This Company
George Soros – Top 10 Holdings Q4 2018
Blue Mountain Credit Fund Down Four Percent In 2019 As Company Mounts PG&E Battle
Laughing Water Capital Issues Second Open Letter To Board Of Aimia Inc.

