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 Multi-Billion Credit Hedge Fund Was A Top Performer In 2018
Farnam Street January 2019 Letter: My Charlie Story
Put Into Perspective: Hedge Funds’ Missed Opportunity
Stanley Capital Has Rough December But Sees Opportunity In Stocks Trading At “Record Low Valuations”
Old West Investment Management 4Q18 Commentary “Our Time Has Come”
Logos LP 4Q18 Commentary: The Stock Market Of 2018
This Fund’s Q4 Winners Were All Shorts
This Hedge Fund Dodged The PG&E Bullet Selling Right Before The Crash And Eked Out A Positive December
Bronte Up 20% In 2018 As Short Bets Pay Off
Even After 70% Selling Rain Industries Would Be “Dumb” Says Mohnish Pabrai
Electron Capital: Betting On Change With Cheap Asian Utilities
Value Briefs
Herding And Mutual Fund Performance
Carl Icahn – Top 10 Holdings
Blue Mountain Attacks PG&E’s Management, Says Company Is Solvent
After Rough 2018 Mohnish Pabrai Laments: Mr. Market Has Been “Quite Stupid” On Fiat Chrysler
ADW Loses 33% In 2018 As Stocks Trade On “News Rather Than Fundamentals”
Livermore Up 14% In 2018 On Pacific Gas and Electric Short
FPA Special Commentary – Risk Is Where You’re Not Looking

