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.
Corsair Capital Q3 Sees Value In Spinoff Situation In Market “Addicted to marijuana”
Khrom Capital Having Another Decent Year, Sees Value In a New Small-Cap Idea
Euclidean 3Q18 Letter: Overfitting & Underfitting – Machine Learning In Equity Investing
Crispin Odey: Up Nearly 30% YTD On Shorts In RandGold; Warns Of Dangers In US And China
Value Briefs
Carl Icahn Releases Open Letter To Stockholders Of Dell’s DVMT Tracking Stock
James Montier – The World’s Dumbest Idea – Shareholder Value Maximization
Seth Klarman’s Protege David Abrams: Top 10 Holdings, New Buys, Sold Out Positions
Wedgewood Partners 3Q18 Letter: Anatomy Of A Bull Market
Value Briefs
Black Bear Value Partners 3Q18 Commentary: Short Junk Bonds
Value Based ProChain Capital Holding Up Amid Crypto Collapse
New Small-Cap Highs, Renewed Strength For Cyclicals
Steven Cohen: Top 10 Holdings, New Buys, Sold Out Positions
Greenlight Q3 Letter To Investors: Tough Quarter, Sold Apple
Farnam Street October 2018 Letter: The Arrogance Of Investing, Mr Market Revisited, Today’s Dangerous Valuations And Twenty seconds!
Sequoia Fund Q3 2018 Letter: David Poppe Retiring
McIntyre Partnerships September 2018 Performance Update
The World’s Greatest Investors Are Sounding The Alarm… It’s Time To Be Cautious
Value Briefs
The Absolute Return Letter October 2018: The Productivity Conundrum
Value Briefs

