Value Briefs
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.
Value Briefs
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
What’s Behind The Failure Of Active Funds?
Value Briefs
Hedge Fund Summary: Hedge fund peer groups are hazardous to your wealth
Frontier Fund Sturgeon Suffers As Turkey Crumbles
Seth Klarman: Top 10 Holdings, New Buys, Sold Out Positions
13F Filings For Q2 2018: Hedge Fund Round-Up [UPDATED 8/15]
Alluvial Fund, LP July 2018 Factsheet
Who’s Fueling The Large-Cap Tech Bubble? It May Not Be Who You Think
A Reason To Sell
GMT Capital’s Bay Resource Fund Hit By Consumer Short Bets, Probably Tesla
AlphaClone 13F ETF Up 10% YTD
Hayden Capital 2Q18 Commentary
Thorny Returns For One Of The Last Short Biased Hedge funds In Q2 As Momentum Still Eating Shorts
Value Briefs
The problem with nuclear energy is the same problem with airline travel
Value Briefs
Carl Icahn Issues Open Letter To Shareholders Of Cigna Corporation
Value Briefs

