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.
Global Return Asset Management January 2019 Update
A “Frustrating Year” For This Einhorn-Backed Fund’s Long Portfolio
Prem Watsa: Top 10 Holdings
This Fund Was In The Top 15% Of Long/Short Equity Funds In 2018
Bruce Berkowitz’s Fairholme Fund 4Q18 Commentary
Seth Klarman’s 2018 Letter: How Investors Need To Think
Seth Klarman 2018 Letter: Balancing Risk Aversion With Risk-Taking
Horos Asset Management 4Q18 Commentary: The importance of learning from mistakes
After 104% Return In 2017, Madera Technology Up 37% In 2018
Charles Munger: Munger’s Rule!
Carlson Capital Has “Frustrating Year” Bets On Momentum Breaking In 2019 As Everything Crashes
Hayden Capital 4Q18 Commentary
Bonhoeffer Capital Management 4Q18 Commentary
Global Allocation Fund January 2019 Commentary “now Central Banks are achieving the task, but we cannot help to see that the way travel from Central Banks to car dealers keeps been a little too long…”
Insight From A Small-Cap Value Fund That Returned 12.1% Net In 2018
Seth Klarman: How To Increase The Likelihood Of Achieving Sustainable Gains With Limited Downside Risk Over The Long-run
See Why This Usually-Short-Biased Hedge Fund Flipped In Q4
This Top Value Hedge Fund Is Up 17% In January 2019 And Banking On Fannie Mae Exiting Conservatorship

