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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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Exclusive Insights
Third Point Q1 2025 Commentary: Big Position In U.S. Steel, Repurchased Apollo During March Lows
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ValueAct Buys Entegris, Applied Materials, Amazon, Trims Meta Platforms [Q1 Letter]
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Hedge Funds Wait for the Market to Appreciate this Payment Processor’s Turnaround and Trigger a Re-rating
Arnott Opportunities (Cayman) Fund March 2025 Commentary
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Chase Coleman’s Tiger Global Wins with Shorts in Q1, Cuts Magnificent Seven Exposure in Half Ahead Of Crash
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Hedge Funds Are Rallying Around This Downtrodden CRO Stock
Grey Owl Capital Management Q1 2025 Commentary
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DG Value Partners Struggle in March On Burford Capital & Caesars Declines
Miller Howard Investments Q1 2025 Commentary: Where Have All the Dividends Gone?
3 Of The Top 10 Hedge Funds In 2025 – Crescat Capital
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Choppy Markets Tip LHC Capital Into the Red Despite Gains On This Short
Praetorian Capital Fund Q1 2025 Commentary
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Kerrisdale Capital Sees Potential in Latin America; Here Are Their 3 Favorite Regional Stocks [In-Depth Exclusive]
Bretton Fund Q1 2025 Commentary
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This Cluster of Hedge Funds Is Starting to Win Big with this Portuguese Stock
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Tepper‑Backed CastleKnight, Run by Nephew, Suffers Record Q1 Losses [Exclusive]
Third Avenue Value Fund Q1 2025 Commentary
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Despite a Negative March, Kerrisdale Capital, Still Running Strong In 2025

