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.
Old West Investment Management 3Q18 Commentary; Long DHX Media
Livermore Partners Up 34% YTD On Long Gold Bets, And Short Chinese Consumer Positions [Letter]
RGA Investment Advisors Q3’2018 Investment Commentary – A core position for the long-run
Emerging Value Capital Management 3Q18 Letter To Investors – Buying After Markets Tank
Gator Financial: Top Financials Hedge Fund Is Buying European Banks As One Of The World’s Cheapest Sectors
Avenir Global Fund 3Q18 Commentary – New Investment
Acacia Capital Q3 Letter: Bets On A Few Big Positions In US, UK And Brazil
Struck By Facebook In Q3, Coatue Buys Qualcomm, Roku, Motorola
Value Briefs
Fairholme Funds October 2018 Investment Update
Alluvial Fund 3Q18 Commentary – Unlisted and Unpopular Microcap
Arquitos Capital Management 3Q18 Commentary – MicroCap Update
22% CAGR Returns For Dorsey Over Past Three Years Pat Explains Why We Ban Stock Charts [Letter]
Dan Loeb: Top 10 Holdings, New Buys, Sold Out Positions
Mittleman Investment Management Q3 Letter Up 19% YTD; Finding Deep value in emerging markets (40% Of Portfolio In EM)
Joel Greenblatt: Today’s Opportunity Set Is Significant
Teton Capital Partners Q3 Letter: One Stock Strikes Again
Choice Equities Up 29% Gross In 2018 And CAGR Since Inception On New Long Small Cap Stock
“World’s Most Bearish Hedge Fund” Is Short The Dollar, But Has A New Big Long… The Russian Ruble

