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.
McIntyre Partnerships August 2018 Performance Update
Iron Bridge Resources Update
Black Bear Value Fund August Commentary – Gains On Credit Shorts
Value Briefs
Hedge Funds Continue To Struggle As Asset Weighted Returns For The Year Turn Negative
Value Briefs
On My Radar: Valuations, Forward Returns And Sandpiles
Value Briefs
George Soros: Top 10 Holdings, New Buys, Sold Out Positions
Value Briefs
Absolute Return Partners September 2018 Letter: Private Credit Demystified; A grim-looking future for traditional investing
Deep Value Micro Cap With Lots Of NOLs And 150% Upside
The Best Performing Hedge Fund ever… Or?
GDS Investments H1 Letter: “Just Right”
Livermore Partners Q2 Letter: Up 15.4% YTD, Long Small-Cap Energy Company
Michael Burry: Risk Is Not Defined By Volatility, But Rather By Ill-Conceived Investment
Howard Marks: Top 10 Holdings, New Buys, Sold Out Positions
Value Briefs
Jensen Investment Management Holdings Update: Sell Coca-Cola
Crispin Odey: Tesla Is “Entering The Final Stage Of Its Life”
Value Briefs
In 2015, the most popular stocks and market leaders were in healthcare and the most popular stock was Valeant
Seth Klarman: Don’t Give Up On Value Ben Graham Is Still Relevant
Value Briefs
The Fast Money Takes It Slow

