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.
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
Arquitos Capital Management 4Q18 Commentary: Structured for Permanence
Black Bear Value Fund Q4 And FY18 Update
Growth Still Beat Value In 2018, Thanks To The Bear Market As Corsair Details SPAC Long Thesis In-Depth
Rowan Street Capital 3Q18 Letter Up 26% YTD, What Worked And Why?
Vltava Fund 4Q18 Letter: Going Short
Krensavage’s Healthcare Focus Pays Off In 2018
FPA Crescent Fund 4Q18 Commentary – Financials, Communication services, and information technology 43% of the portfolio
Half Moon Capital Outlines Short Thesis For This Tech Midcap
Lakewood Capital Hit On Weed Short, Has Two Other Names Its Betting Against
Steven Romick Commentary: Risk Is Where You’re Not Looking
93% Of Asset Classes Are Down – What To Do Now?
BlueMountain Hit In November By PG&E Exposure As Utility Faces Potential Murder Charges
Left Brain Capital Appreciation Master Fund November 2018 Report
Value Briefs
The Strange Act Of ING In The Noble Circus. Q&A

