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.
Seth Klarman – Top 10 Holdings Q4 2018
This Famed Moat Investor Outlines The Long Case For Nintendo
Buffett’s Annual Letter: Forest For The Trees
Berkshire Hathaway 2018 Letter: Focus On The Underlying Business
This Famed Credit Giant Rushed to Deploy More Capital During The Market’s December “Seizure”
5 Highlights Of Warren Buffett’s Letter To Shareholders And Berkshire Hathaway’s Annual Report
Berkshire Hathaway 2018 Letter: Buffett’s Buyback Dilemma
Sio Capital Gains An Impressive 23.3% In 2018 As Biotech Shorts Pay Off: Here Are The Companies That They Are Betting Against
David Einhorn Laments At Greenlight Annual Dinner: In 2018 “We Weren’t Right About Anything”
Coho Capital 4Q18 Commentary – A Cable Cowboy for The Streaming Age
As Everyone Crashed, This Hedge Fund Gained 13.5% In December On Bearish Bets
Moon Capital: Chasing Dividends In Frontier Markets
This Multi-Strat Hedge Fund Giant Is Prepped For More Volatility
Russia, Brent Oil, And Gold Drove This Fund’s January Returns
Investor satisfaction with Hedge fund fees is not improving and other stuff you need to know in the industry
McIntyre Partnerships 4Q18 Commentary: Long Small Cap Financials
Michael Burry – Top 10 Holdings Q42018
SAGA Partners 4Q18 Commentary: Long This Canadian Midcap

