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.
David Einhorn Q2 FULL Letter: Another Brutal Quarter
Value Briefs
August 2018 IceCap Global Outlook – “Special Edition”
Value Briefs
BlueMountain Capital: Procyclicality And Its Extremes
Locust Wood Capital Sees Plenty of Opportunity With Cheap Stocks
JHL Dumps Gold And Highlights Speculative “Euphoria” In Q2 Letter
Horizon Kinetics: Great News For Active Investors – The History Of Passive Investing Over The Past 20 Years
Teton Capital Partners Q2 Letter: $46 Million Lost On One Position This Year
Corsair Capital Returns Flat For Q2 As Stocks Buck History
Value Briefs
Bill Miller: No One Knows What The Market Is Going To Do Over Any Time Horizon Short Enough To Be Of Interest To The Typical Investor
Alluvial Fund Q2 Letter: Underperforming Short-Term, Killing It long Term On Obscure Micro Caps
Lakewood Capital Q2 2018 Letter: Short Defense Firm Akin To Tesla
Value Briefs
Which Are The Best Shareholder Letters For Investors To Read
Hazelton Capital Partners 2Q18 Commentary – Small Cap Long Idea
Moats In The Age Of Disruptions
GrizzlyRock Biding Time Until Shorts Pay Off
Prem Watsa: Even Great Investors Have To Understand Their Limitations
Leon Cooperman’s Omega Converts To Family Office [LETTER]
Value Briefs
What’s For Brunch? Trending Foods With Growth Potential: Part 2
Value Briefs

